How to Download Your Report

Save a PDF or Excel file for your records.

Reports can be saved as PDF for easy sharing or as XLSX for editing.

Steps

  1. Open your report from the dashboard.
  2. Choose the download option you want (PDF or XLSX).
  3. Save the file to your device.
  4. Store it somewhere safe (cloud drive or external backup).

Tips

  • Use XLSX if you plan to make edits later.
  • Use PDF if you want a shareable, read-only copy.

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