Export Report: Export Types and Download Notes
When Export Is Useful
- You need to archive weekly or monthly reports
- You need to provide data to an external team or customer
- You want to perform deeper analysis in Excel or another tool
Steps
- On a report or list page, set the filters and query the result first.
- Click the export button and choose the export type if multiple formats are available.
- Wait for the system to generate the file, then download it. The browser usually starts the download or opens a new window with the download link.
FAQ
Q: What should I do if export stays in "Generating" for a long time?
A: The selected range may be too large, so generation takes longer. Narrow the time range or export in batches.
Q: Why does nothing happen when I click export?
A: Check whether the browser blocked pop-ups or downloads. Allow them for this site and try again.