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Exporting and Saving Reports on Cloud Services

You can export reports from Cloud Services and open or save them in CSV, HTML, and PDF formats. 

You can share the individual URL for a report, but other users can see data only for the clients that they have access to. Also, report data is refreshed every 15 minutes, so if you want to share the point-in-time data, you must export and save the report to an available format.

Not all reports can be exported to all available file formats.

Procedure

  1. Log on to the Cloud Services Portal, and then click Reports.

    The Reports page appears.

  2. Click a report.
  3. At the top of the page, select the Menu button > Save As, and then select a file format.

    A copy of the report is downloaded to your computer. The download process might take some time, depending on the size of data in your report.

  4. When the download is complete, save or open the file.

Last modified: 11/2/2018 7:20:20 PM