ClickSabi Pro

Analytics

Saved reports and exports

Save a view, and export the overview as CSV or PDF.

1 min readLast updated

Saved reports

A saved report is a named pointer at a section and a date range. It is stored in your browser, and no customer data is copied anywhere by saving one.

Exports

The overview can be exported as a CSV of the headline figures and key charts, or as a one-page PDF that uses your company branding.

What an export is not

Exports carry a review notice: figures are derived from live workspace records and are not an audited financial statement.

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