With a single click, you can export individual reports, client data, or user information into a ready-to-view CSV file. This feature allows you to analyse your reporting portfolio, identify property types, track inspector performance, and use the data to plan resources and enhance future services.
Please contact our Support team to enable this feature for your account.
1. Mark the Report as Complete:
Once you've finished entering all the data for your report, click Mark Complete at the top-right of the screen.
2. Access the Report:
After the report is marked as complete, you will see the option to View Report.
3. Export to CSV:
Click the arrow next to View Report and select Export to CSV to download the report in a ready-to-view CSV format.
The spreadsheet will then begin saving to your computer, and will look similar to the following:
