Transcript of the video:
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This video will show you how to download or email
a report from the Dashboard on Web.
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Here's how to download or email a report
from the Dashboard on Web.
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Select Reports.
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There are two types of reports
on the Dashboard on Web:
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Dynamic
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and Classic.
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The dynamic reports can be downloaded
to your computer.
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The classic reports can be emailed to the email address
associated with your account.
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Let's download a dynamic report now.
Select a report to open it.
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Confirm the date range is what you want from the Calendar,
and then scroll down to the Data Table.
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Select the Download icon
in the top right of the table.
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Select the type of file: CSV or XLSX.
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The report is saved to your computer
in your Downloads folder.
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Now, let's email a Classic report.
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Select a Classic report to open it.
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Confirm the date range is what you want from the Calendar,
and then scroll down to the Data Table.
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Select the ellipsis
in the top right of the Data Table.
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Select Email Table.
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Confirm the email address the report will be sent to
in the confirmation message that appears.
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If the email is correct,
select Email link to send the report.
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Check your email for the report.
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Now you can keep business data handy, share insights
with your team, and maintain records for tax and compliance.