Create Filters and Customize Exports

Article Contents

• Create New Export
• Customize Export Fields
• Add Filters to Report
• Change Export Name
• Export and Download File

Create New Export

Step 1: Navigate to Reporting > Exports > Exports

Step 2: Click + New Export

Step 3: Select Report Template, click Create

NOTE: Default fields change with each template 

Customize Export Fields

Step 1: Remove Selected (default) Fields as needed.

Step 2: Add from list of Available Fields.

NOTE:

• Scroll down to view more Available Fields
• Scroll across to view all columns in Preview Report

Add Filters to Report

Step 1: Click Search & Filters tab

Step 2: Click + Add Additional Criteria

Step 3: Create new Filter Set:

1. Choose a field from the dropdown menu
2. Choose a date type

-- Specific Date (e.g. Is On or Before April 1, 2021)

-- Relative Date (e.g. Last X number of days)

-- Calendar interval (e.g. Next Week)

Step 4: Click Apply Filter

Step 5: Continue to click + Add Additional Criteria for filters as needed.

Step 6: Click Save Export

NOTE: As filters are added, report data is updated.

Change Export Name

• Click on report name, type over text

Export and Download File

• Click Export & Download for file in CSV format