Exporting Reports

Reports can be downloaded to Excel or PDF to share, print or analyse further. The export includes every row that matches the report's filters, not just the page on screen, and keeps the report's sorting and grouping.

Exporting a report

• Run or open the report
• Click Export at the top right of the report
• Select Export to Excel or Export to PDF

The Export button only appears once the report has results.

Export to Excel

Excel export includes all selected columns and is the best choice when you want to filter, total or chart the data yourself.

For very large reports, Samurai asks you to confirm before exporting, because the file may take some time to create.

Export to PDF

PDF export produces a formatted, printable report that includes your company branding and a summary of the filters used.

• Choose Landscape or Portrait
• Click Export

PDF exports are limited to the first 10 columns of the report. If your report has more than 10 columns, the extra columns are left out and a message is shown. Use Excel to include every column, or reduce the number of columns for a cleaner PDF.

Exporting Analysis Reports

Analysis Reports have their own export buttons. In the Table view, use Export CSV or Export Excel. See Analysis Reports.