Video Tutorial
Video Transcript
Video Transcript
Now let's talk about the Generate Report button. Before I click it, I want to show you the three-dot menu right next to it. This gives you three options: Download PDF, Download CSV, and Email Report. So if you need to export your data or email it directly from here, those options are right there. When you click Generate Report, it opens a new tab with a print-ready report — formatted, clean, ready to print, or save as a PDF directly from your browser. And again, this report is completely dynamic. Whatever time period you have selected in the date picker is exactly what shows up in this report. Change the date, regenerate, and you've got a new report for that period.
Quick Steps
On the Dashboard, confirm the date picker is set to the period you want to report on
To export directly, click the three-dot menu next to Generate Report and choose Download PDF, Download CSV, or Email Report
To view and print, click Generate Report — a formatted report opens in a new browser tab
Use your browser's print dialog to print or save as PDF
Report Options
Generate Report — Opens a formatted, print-ready report in a new tab. Print or save as PDF using your browser.
Download PDF — Downloads a PDF copy directly to your device
Download CSV — Downloads a CSV file for use in Excel or other spreadsheet software
Email Report — Sends the report by email directly from the dashboard
Important Note: All report options reflect the time period currently selected in the date picker. Change the date range before generating if you need a different period.
Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.
