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Exporting and Saving Reports
Exporting and Saving Reports

Sharing reports with other users

Leoni Keogh avatar
Written by Leoni Keogh
Updated over a week ago

In WeTrack’s new Reporting module, there are three ways to export Reports: by PDF, XLSX or Email. These are all possible from the top of the Report Preview page. You can choose to export either an entire report to PDF or just one section of it.

To export a report, click ‘Export’ at the top of a Report Preview Page. You then have the following options:

  • Export XLSX (just this section): this will download an unformatted data file that can be viewed in Excel or other spreadsheet applications. You can only download one section of a Report at a time in this format.

  • Export PDF (just this section): the system will ask you to give the PDF a title and a description before exporting. This section of the report can then be downloaded.

  • Export PDF (whole report): the system will ask you to give the PDF a title and a description before exporting. This is distinct from the title and introductory notes of each individual section within the report. The whole report can then be downloaded.

To learn all about sharing reports with other users in your team, check our article here.

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