Excel export
Download any saved report with tables or charts as an Excel spreadsheet with one click.
One click, and it's a spreadsheet
Any saved report with tables or charts — a one-off you've kept or a scheduled one that already arrived — can be downloaded as an Excel spreadsheet with a single click. For the sales by client and product report, that spreadsheet comes out in the same layout your team is already used to distributing, with the full client and product detail intact.
Where to find it
Next to a report, look for the Excel download — it saves as an Excel (.xlsx) file you can open, forward, or drop straight into whatever you already do with these spreadsheets today.
Next: sending a report by email or WhatsApp
See sending a report by email or WhatsApp for having emily deliver a report herself, instead of downloading it.