In this article
A guide to exporting reports in insights for Audience, Campaign, and Revenue insights.
Exporting reports allows you to quickly extract all insights as a PDF or excel spreadsheet.
How to export reports
Tip: Ensure all filters are correctly selected throughout the insights section, as when you select export report you will no longer be able to change these and the report will mirror whatever filters you have selected.
The below steps then outline the process of how to export reports.
1. You need to select the green button in the top right as highlighted below to begin exporting reports.
2. Once the exporting reports button has been selected you will have a loading charts indicator that will appear to let you know how long to wait until the exporting options are made available.
Tip: Depending on the number of filters that have been selected it can take a while for the loading bar to reach 100%.
Note: If the percentage on the loading bar doesn't reach 100%, some reports in the export preview will not have loaded and therefore will not be available. If this does happen a retry button will appear, which, when selected will try to reload the charts that have failed.
3. Once the reports are ready you will get an export preview appear, this gives you a preview of what the export will look like once downloaded. All reports will appear sequentially beneath each other as seen below.
Note: Primary, secondary and tertiary filters are no longer editable in this view, the user will need to go back to the original Insights reports to edit.
4. You will then have the option to export the reports in 3 different ways: 'Export chart images', 'Export to Excel', or 'Print Report'.
'Export chart images' will download all images individually into a zipped file where the name of each chart will be the name of the image.
'Export to excel' will download all data into a raw format as an excel spreadsheet where each chart will be an individual sheet.
'Print Report', will open a new window where you can print the report or save it as PDF.
When Selected, this will open a new window (as shown below), however, exactly what this looks like will depend on the browser being used. The user will then be asked to choose a destination. At this point, 'Save as PDF' can be selected.
Once saved as a PDF, the exported file will be downloaded to the user's device.
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