How to export a report
You can export a report to share it with people outside the app or keep a record.
#When to use this
Use this when you need to send a report to a stakeholder or archive it.
#Step by step
1
Open the report
Go to the report you want to export.
2
Export it
Use the export option.
3
Share or store
Send or file the exported report.
#Expected result
What you should see
You receive an exported copy of the report to share or keep.
#Common mistakes
- Exporting before the data is finalized.
- Sharing sensitive figures too widely.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The export is incomplete | Confirm the report loaded fully before exporting, then retry. |
#Best practices
- Export finalized data.
- Share sensitive reports carefully.
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