What it does
- An Export table menu in the upper-right corner of every data table, with CSV and Excel.
- Exports keep your filters and date range, so the file matches the screen.
- Charts have their own menu for the data behind them.
- Non-compliant affiliates offers a report download for each affiliate.
Set it up
- Apply the filters and date range you need.
- Open Export table above the table.
- Choose CSV or Excel.
Limits to know
- Exports contain only the rows and columns shown. On a paginated table, that is the current page.
- Hidden controls, form fields and secrets are never exported.
- An export is a copy of observations, not a certified evidence pack.