How to select a different file format for reports

  • Updated

When downloading reports, the default download option is set to PDF. You can follow these next steps to download a report in a different file format. I am going to use a Daily Call Report as an example but the process is the same for other reports. 

First open the report you would like to view or save in a different format. Apply your usual filters and options as per usual:

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Once you have the details you want to download select the format option on the export bar:

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From the dropdown choose the option you would like to use:

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Click on either of the save options to either download or view the report in the chosen file format:

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