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How to Export a Custom Report as CSV File


Custom reports can be exported to a CSV file. All columns available in the report will be included in the exported file. Exported files follow the file naming format: <custom-report>-<yyyymmdd>-hhmm.csv (e.g., custom-report-20200807-0913.csv).
 
To export a custom report as CSV:
1.   Click the Menu icon on the menu bar and click Custom Reports.
2.   Do one of the following:
  • In the reports grid, click the Export button and select CSV from the list.
  • Click on the Title of the report to open it, then click the More button and select Save as CSV.
3.   In the Save As screen, select a location for the report and click Save.