Export a report

To export a report:

  1. Click See more .

  2. Select Export and select the file format:

    • Image (graphs/chart only)

    • CSV

    • PDF

      Note: When exporting a chart, the underlying data is downloaded in table format. Upland advises using the Image option for exporting charts, as this allows you to easily copy the image into a PowerPoint presentation or PDF.

    • XLS

  3. Click Export.