Reporting
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      Viewing & Downloading Custom Reports

      Quickly export any custom report to CSV or Excel without interrupting your workflow.

      You can view or download your report after creating a custom report.

      Steps Overview

      1. Open the Custom Reports Builder
      2. Export from the Report View
      3. Export from the Reports List
      4. Continue Working During Export

      1. Open the Custom Reports Builder
      • Go to New Reports → select the Custom Reports Builder tab.
      • Locate the report you want to download.

      2. Export from the Report View
      • While viewing your report, click the Export icon (top-right).
      • Choose CSV or XLS to start the download.

      DownloadReport1



      3. Export from the Reports List

      • On the main Custom Reports page, find your report in the list.
      • Click the ⋮ (ellipsis) at the end of its row → Export → select CSV or XLS.

      4. Continue Working During Export
      • Exports run as a background job—feel free to navigate elsewhere or close the tab.
      Your file will download once ready, usually within a few minutes. 


      DownloadReport2