Saving Reports As CSV Files

Owned by Justin Rigsby
Jul 17, 2018
1 min read

When attempting to export reports but the data will not format correctly, you will need to change it to a .csv file.

Step-by-step guide

  1. When you export the date from CSV, you need to right click on the page and "Save Page As"
  2. You will need to change the file name an add ".csv" at the end and change format to "all files". I would suggest putting it in a folder or on the desktop then double click and it should open in Excel.