Within the Analytics page, there are several ways to export your data depending on the type of report you need. This help guide will walk you through how to export your reports.
Within each key metric tile, hidden options appear in the corner — Filter, Show Underlying Data, an an ellipsis () that includes Export and Refresh data options.
Click the ellipsis () then select Exports. You can export the report as different file types based on your preference.
A note at the bottom of the page will indicate that the report is downloading. When prompted, save the file to your computer.
Exporting reports from a key metric tile will only download data based on that metric’s description.
Once you access Analytics, you’ll see 2 download options at the bottom-left corner of the screen.
From there, you can select and export the report you wish to include. You can also download your Entire Workbook, if needed. Don’t forget to select the file type for your report — it’s set to PDF by default!
Another great feature of Latchel Analytics is the option to send your report as an email attachment!Access the Download/Export option as usual. In the window that appears, change the setting from Direct Download to Export via Email.
Add the recipient’s email address, then modify all other settings, if needed. Click Export when done.
And that’s how you can download your reports in Analytics! Remember, Analytics gives you access to all your Latchel data—don’t hesitate to explore its features. It’s more powerful than you might think!
