Export Report

Overview

This playbook covers how to export reports from the Reporting page in Leadline, either all at once or one report at a time.

→ See 116 - Reporting for full product knowledge on report types, filters, and access permissions.

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How Do You Export a Report?

There are two ways to export reports. Choose the method based on whether you need every report or just one.

Method 1: Download All Reports

Best for: Exporting all reports in a single action instead of downloading them one by one.

1. Click Reporting in the Global Navigation.
2. Click Download Report at the top right of the page.

Method 2: Download a Single Report

Best for: Exporting only the report you are currently reviewing, such as when you need one specific report to share or analyze.

1. Click Reporting in the Global Navigation.
2. Click the ellipsis icon next to the Search Reports text field above the report you want to export.
3. Select Download CSV from the dropdown.

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Related Topics

116 - Reporting -- Full product knowledge on report types, filters, and permissions
2402 - Create-Saved-Report -- Instructions for creating saved reports
2403 - Configure-Report-View -- Instructions for configuring the chart or view of individual reports