Exporting Data & Naming Exported Files

How to Export Data

1. Navigate to the report you want to export.

2. Hover over the top-right corner of the screen, or any data panel.

3. Click the Export icon (the download arrow icon).

   • This icon appears in all reporting views.

4. Your file will download immediately in your browser.

Important: How File Naming Works

• The exported file is automatically given a name based on the report or table you exported.

• You cannot rename the file before downloading.

• To rename:

  1. Download the file first.

  2. Go to your computer’s Downloads folder.

  3. Right‑click the file and rename it.

This ensures consistent file naming for automation and downstream processes.