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© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.35.0

All guidesAnalyticsUse the live dashboards Build your own dashboard See the records behind a number Understand customer experience Run a standard report Build your own report Export a report to Excel, CSV or PDF Use the service analytics pages

User Guide › Analytics

Export a report to Excel, CSV or PDF

Download any report with working formulas, or as plain rows or a printable PDF.

For: People who can export reports

Steps

Open a report and select Export.
Choose Excel (.xlsx) for typed cells, a totals row and a Summary sheet with formulas, CSV for plain rows, or PDF for a printable copy of up to 2,000 rows.
Excel and CSV exports run in the background. Carry on working; you'll get a notification when the file is ready.
Open Report library, select Exports and select Download. Downloads expire after 7 days.

Good to know

The Summary sheet uses real formulas (COUNTIFS, SUMIFS, AVERAGEIFS…), so totals update if you edit the data in Excel or LibreOffice.
Exports of up to 250,000 rows are supported.
Every export and download is recorded in the audit log.

Related guides

Use the live dashboardsOpen Reports to see your dashboard — built for your role — with numbers that update while you watch.
Build your own dashboardPut the numbers you check every day on one dashboard, and share it with the roles that need it.
See the records behind a numberClick any tile, bar, slice or heatmap cell to list the cases, emails, chats, deals or survey responses it counts.
Understand customer experienceTrack CSAT, NPS and customer effort over time, find what drives the scores with AI, and spot accounts that need attention.

Still need help? Contact support

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