Exporting report to CSV

Reports can be exported to CSV after they have been generated. This will save the fields and values of the data represented in the report as a local file in your device.

Simply click on the download icon on the top right hand corner of your report. The downloaded CSV file can be opened with Microsoft excel.  

Alternatively, all the deals that comes in a report can also be exported as a csv file. To do that, run the report, below the chart there’s a table, once clicked on the last row of the table, it opens up a page with all the deal details in a table. Click on the top right corner icon that says ‘CSV’, which will download the CSV file.