Hi and welcome to Listo! This article will show you how to download a report from the dashboard.
💡Your dashboard has built-in reports that you can access and customize at any time. Feel free to check out our Reports article to learn more.
From the dashboard, your performance metrics for the default time period is displayed. If you wish to show the data for a custom date range, click on the date field and choose the preferred date from the drop-down calendar, then click Apply.
When you are ready to download the report, click on the three dots in the top right corner of the dashboard, and choose between Download CSV or Generate Report.
Download CSV, immediately downloads the entire dashboard in a Comma-Separated Values (CSV) format, which is commonly used in most CRMs and Excel/Google Sheets.
Generate Report, will open a new tab displaying the report in the PDF format. From there, simply click on Download Report in the top right corner to download it as a PDF.
Congratulations on successfully exporting your first report!