The Export Report feature allows you to download data from the Dashboard or from the Search page. 

Export a PDF Report from the Dashboard

Exporting a report from the Dashboard downloads data from the visualization widgets. 

  1. On the right side of the menu bar, click the Reports icon, and then click Export PDF Report.
    The Export PDF Report dialog box appears.

  2. In the Report Name field, enter a name for the report.
  3. Click Export.
    The system exports the report as a PDF into your Downloads folder. 

    Upon successful export, the PDF Report Exported notification appears at the bottom of the screen.

Export a PDF Report from the Search Page

Exporting a report from the Search page downloads the Results Grid, Trend Chart, and Visualizations. 

  1. On the left-side menu, click the Search icon.
    The Search page appears.
  2. Execute a search by entering terms in the Search bar or select a saved search from Search History or Saved Searches.
    The search results appears.
  3. On the right end of the search bar, click the three-dot menu, and then click Export PDF Report.
    The Export PDF Report dialog box appears.
  4. In the Report Name field, enter a name for your report.
  5. Under Include in PDF, select the data you want to download.
  6. Click Export.
    The system exports the report as a PDF into your Downloads folder. 

    Upon successful export, the PDF Report Exported notification appears at the bottom of the screen.

Export a CSV Report from the Search Page

Report results can also be exported from the Search page as a comma-separated values (CSV) file.

Exporting a report from the Search page downloads the Results Grid. 

  1. On the right end of Results Grid, click the Download icon.
    The Export Data modal appears.
  2. Select either of the following options:

    OptionDescription
    Include only selected columnsOnly the columns currently displayed in the results grid will be exported in the report.
    Include all columns with dataAll available columns, even those not currently selected in the results grid, will be exported in the report.
  3. Click the Download button.
    The system exports the report as a CSV into your Downloads folder. 

    Upon successful export, the CSV Report Generated Successfully notification appears at the bottom of the screen.