Report Builder: How Do I Export/Save Reports

Daryn Ladd

Updated October 26, 2023 21:17

Exporting reports offers numerous benefits enhancing your ability to manage and analyze information effectively. In smg360, you are able to export any reports into several different formats such as PDF, Excel, or CSV. Within the export functionality, you can also format the report in different ways. You can also choose to save the report as a Favorite so they can be easily pulled, see Favorite Report . This article covers exporting reports that you built in Report Builder.

Export Reports

Client users with appropriate permissions can build custom reports in the report-builder section of the reporting website by navigating to Reports + Analytics on the blue navigation bar and selecting “Report Builder” as shown here:

After you have built the report, click Save/Export
In the pop-up, choose the format you wish to export
- Export to Excel: Report by Time Frame
  will produce a formatted table without merged cells where scores and n counts are grouped separately and reported across time frames.
- Export to Excel: Report by Measure:
  will produce a formatted table with scores and n counts grouped side-by-side within each measure.
  
  Note: When exporting to Excel you can select your default Excel export version. The default version can be updated at any time by going to Settings, General and Default Export Options.
- Export to PDF: Portrait Mode is the standard layout for most documentation
- Export to PDF: Landscape Mode
  is ideal for content that requires a wider layout
- Export to CSV
  will produce a file with unformatted data
Click Download

Report Builder: How Do I Export/Save Reports

Export Reports

Example of an Excel Format: Report by Measure

Example of a PDF Format: Portrait Mode

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