Download a Report in a .CSV File

You can download the contents of a report in a .CSV file. You can then use Microsoft® Excel® or another spreadsheet application that supports .CSV files to filter and format the data as needed.

To download a report in a .CSV file, complete the following steps:

1. In the workspace in which the report is located, click to go to the Reporting area.
2. If the report that displays by default is not the report you want, do either of the following:
   • To display a standard report, click the currently displayed standard report name above the upper-left corner of the report and select the standard report you want.
   • To display a saved report, use the Find saved report field at the top of the Reporting area to select the report.
3. Apply a search and filters, if needed, and make sure that the columns you want are displayed.
4. Click on the toolbar in the upper-right corner of the Reporting area.
5. On the Download Report dialog box, click Download.

   The report is downloaded to your downloads folder in a file named report.csv. You can continue working while the download process runs.

   Exception: If your browser is Safari, the report is not automatically saved in your downloads folder. It displays on a separate browser tab, and you can then save it using the file name and folder of your choice.