Export & Schedule

Export & scheduling live in the report builder

Open any report and use the toolbar — no separate export workflow needed.

Export

Download the full result set as CSV or Excel, or snapshot the current view as PDF — from the Export menu in the builder toolbar.

Scheduled delivery

Email a report daily, weekly or monthly as a CSV attachment or inline table — from the Schedule button on any saved report.

Metric library

Browse the organization’s curated metric definitions and evaluate them under your own access scope.