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How to export a report

Reports can be exported via pdf, Excel or scheculed via email. To do this, select your report from the report home

Select the report you want to export by clicking on the report name

You can see the options in the top right hand corner to export or email the report.

Click on “Export to Excel” and the report will open in Excel, or Export to PDF and your report will be downloaded in pdf in your browser.

Clicking on “Email Report” will send the report as an email and you can select which BuddyCRM users you want to mail the report to.

Updated on November 1, 2018

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