HelpReports
Export a report
You download a CSV or PDF of your profiles.
Exports are files you download. They are not emails.
Steps
- Open Profiles.
- Choose Bulk CSV or Bulk PDF.
- Wait until the download starts. The line under the title shows the export status.
- For one location, open the profile, choose a format, and choose Export report.
Result
A file downloads in the browser. If the worker is not running, the page reports that the export timed out.
Tips
- Bulk export and the per-profile report run on Agency. Other plans are refused with "Bulk export requires the Agency plan." or "White-label reports are available on the Agency plan."
- Share portal is on the profile page. Agency can create a client link. Other plans are refused with "Client portals are available on the Agency plan."
- Agency also includes API access. Free, Starter, and Pro do not.