Report Exports
Export reports to share outside the app or keep records.
#Purpose
Share or archive reporting data.
#When to use this
When sending a report to a stakeholder or filing it.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | Reporting access (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Reports (export) |
#Step by step
1
Open the report
Go to the report you want.
2
Export it
Use the export option.
3
Share or store
Send or file the export.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Exports may contain sensitive figures — share carefully and store securely.
#Best practices
- Export finalized data.
- Protect sensitive exports.
#Common mistakes
- Exporting before data is final.
- Sharing sensitive data too widely.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The export looks incomplete | Ensure the report loaded fully before exporting. |
#FAQ
What formats can I export?
Use the export option available on reports to obtain a shareable copy.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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