Export excel setup

Customizing how your Excel export looks

Once you've set up your reports, you can customize how the Excel exports are set up. 

  1. Select your report

  2. Click the pencil icon in the upper right corner of the report to open the report in edit mode. 

  3. Once in edit mode, click the "EXPORT SETUP" button to open the Excel export settings. 

  4. Click and drag the attributes in your data that you want to include in the Excel export.

    Export_Excel_Setup.PNG
     
  5. Click SAVE. 
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