Export a report

Admin users and Support users can export data from a report in comma-separated values (.csv), Microsoft Excel (.xls) or Adobe Acrobat (.pdf) format. The exported report file (named Report.csv, Report.xls or Report.pdf) is downloaded to the user’s computer.

Note: The Backup Verification Report can only be exported in Adobe Acrobat (.pdf) format.

We recommend turning off macros in Microsoft Excel when using Portal, particularly if you export reports in XLS or CSV format and open these reports in Excel.

Reports in Microsoft Excel (.xls) and Adobe Acrobat (.pdf) format are formatted using the site’s logo, color, and custom text. See Customize the Portal appearance for a site.

Admin users and Support users can also email report data in these formats to one or more recipients. See Email a report and Schedule an emailed report. 

To export a report:

  1. View a report.

  2. Specify a date range, and data columns and records to show in the report. See View a report.

    Note: You cannot specify a date range or columns to show in the Backup Verification Report.

  3. Click the Export box. In the list that appears, click one of the following formats for the exported report data file:

    • CSV (comma-separated values)
    • XLS (Microsoft Excel)

    • PDF (Adobe Acrobat)

      • Note: The Backup Verification Report can only be exported in Adobe Acrobat (.pdf) format.

    4. The report file is downloaded to your computer in the specified format.