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How to generate and download a report

Export your inbounds, outbounds, inventory and more as an Excel or CSV file.

Export your inbounds, outbounds, inventory and more as an Excel or CSV file.

Before you start: your company account must be verified. Admins can see the company's reports; employees only see reports they created. Ask a colleague to share a report if you cannot see it in your list.

1. Open Reports from the side menu and press Generate Report.

step 1

2. Pick the report type you want from the list.

step 2

3. Choose the report filters and file format, then press Submit.

step 3

4. Reload the page after a minute until the status turns from In Progress to Done.

step 4

5. Press Download on that row and the file lands on your computer.

step 5

Good to know

  • With no dates set, an inbounds or outbounds report covers only the last 30 days, not your whole history.

  • Download does nothing while the status still says In Progress.

  • Still In Progress? Give large reports more time, then contact support if it does not finish.

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