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How to Download a Report?

Summary: This section will show you how to download reports such as Conversation, Requests, Bookings, and many more.

Permissions Required: User with Reporting role.

Here are the steps on how to download a Report

⚠️ Ensure the report has finished loading before downloading.

  1. Navigate to Reports in the left hand side menu.

  2. Select a Report that you want to Download

  3. Click on the action button in the top right.

  4. Then click on the "Download" option.

  5. In the pop up select the format you want to download the report in

  6. Click the "Download" button.

Common Questions

Q: How can filter a specific time rage?

A: As of now, you can only choose on the existing time period given in the filter option.

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