Sharing Reporting

See how to download and share your reports in Connect

Can I download my reports in a sharable format?

Yes, you can easily download entire reports by selecting “Quick Download” at the top of your dashboard. You can also download specific tabs as an image, Excel, CSV, or JSON file by clicking the three dots in the corner of each tab.  

Can I request to automatically receive my reporting?

Reports can be emailed to you and your clients on the cadence of your choosing through the Report Scheduler. Additionally, you can choose which components of your dashboard be sent to you.