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Export a BI Report

  1. Last updated
  2. Save as PDF

You can quickly export a BI Report or Dashboard.

  1. From the menu, click BI.
  2. From the Reports panel, click the Standard Reports or Custom Reports expand arrow to display the reports.
  3. For the report you want to edit, click the menu clipboard_e6f236f3e0f66b51858992a41adb37e86.png icon.
  4. Click the Export As and then Excel, PDF, RFT, or CSV.

The report display in a new tab in the format, and if you selected Excel, RFT, or CSV then the report will also download in that format.

When the format is a PDF you can either click the Download clipboard_e0a3ca1e09737e98284194f5061b4dc7a.png icon or the Print clipboard_ee40a235ccf51492959bdc3f6607a57d4.png icon.

clipboard_e708e14aa0dec10a8f98754fd414e7bd8.png