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Downloading Reporting Data

How to download data from your reporting dashboard

Updated over 4 months ago

Boatyard's custom reporting suite make it easy to view and analyze your data. If you need to use your data outside of Boatyard, you can download it in just a few simple steps. Follow the guide below to export your data into Excel format.

Learn more about Custom Reporting in Boatyard.

How to Download Data from Boatyard's Reporting Dashboard

Step 1: Access the Data

  1. Go to your Reporting screen and navigate to the specific data you wish to download.

  2. If the data is displayed in a chart, please contact our support team to request a data table view, as only tables can be downloaded.

Step 2: Download the Data

  1. Locate the three dots (...) in the top-right corner of the table.

  2. Click the three dots and select Download Results from the dropdown menu.

Step 3: Choose the Format

  1. A prompt will appear asking you to select a format for your data.

  2. Choose .xlsx if you’d like to download the data for use in Excel.

Step 4: Save the File

  1. Click the Download button.

  2. Save the file to your computer in your desired location.

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