Reports
Download CSV, Excel, or PDF from the reporting layer — not by copying HTML.
Where to find it: Left menu → Reports & Analytics → Export Engine
Step 1
Left menu → Reports & Analytics → Export Engine. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick the report and format. Download. Store it if the pack is for an auditor. Remember it is a snapshot.
Step 3
The file should open and foot to the on-screen report.
Yes. Export Engine is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Roles with reports export. Some companies turn this off for most users.
