Online Help

Downloading a Report

You can download a report to your local computer (or, a shared network resource) from either an open report or the Report Results list into a:

  • CSV, or Comma Separated Values, document like a Microsoft Excel spreadsheet
  • PDF, or Adobe Acrobat Portable Document Format, file that you can view with Acrobat Reader
  • HTML, or Hypertext-formatted, document that puts the date into a table

You can open the downloaded report to view it and then save it to a target location or you can save it directly from the download without opening it.

To download a report while the report is open:

  1. Click the download_icon Download icon from the top or bottom of the report page. The Download Format pop-up displays.
  2. Click the Download link of the appropriate format. The File Download pop-up displays.
  3. Click the:
    • Open button to display the report onscreen before saving it.
    • Or, the Save button and save the report directly to your local computer (or, shared network resource).
  4. When the download is complete, close the pop-up.

 

To download a report from the Report Results list:

  1. Click Reports from the top navigation bar. The Reports list page displays.
  2. Click the Report Results tab. The Report Results list page displays with the last run report on top.
  3. If the list is too long for you to locate the report you want, to display the list:
    • With only the TeamRaiser reports, click TeamRaisers from the Filter by Product Type drop-down.
    • Alphabetically by name, click the Up arrow on the Name column.
    • With a specific name (or set of names), enter part or all of the report name in the Search field and click the Search button.
  4. Click Download from the Actions column of the report. The Download Format pop-up displays.
  5. Click the Download link of the appropriate format. The File Download pop-up displays.
  6. Click the:
    • Open button to display the report onscreen before saving it.
    • Or, the Save button and save the report directly to your local computer (or, shared network resource).
  7. When the download is complete, close the pop-up.