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Export a Report or Investigation Results

You can export the results of a new investigation or a report to a file for easier review. The exported report or investigation is sent to you as an .xlsx file by email.

Export a Report​

Follow the steps to export a report.

Step 1 – Navigate to any of the following:

  • Reports > Activity tab
  • Reports > Compliance tab
  • Reports > Risks tab
  • Reports > System tab

Step 2 – Select an organization from the drop-down menu at the top of the left pane to access its reports. An organization is selected by default, but you can choose a different one if needed.

Step 3 – In the left pane, click a category to view its reports.

Step 4 – Click a report to open it. Reports without a filter are automatically generated when you open them. Click Search to generate reports with a predefined filter set.

Step 5 – Click Export. The report is sent to you as an .xlsx file by email.

Roports - Export option

NOTE: A report cannot be exported if no data is available for it. In this case, the Export button remains disabled.

Export an Investigation​

Follow the steps to export the results of an investigation.

Step 1 – Click Reports in the top bar to navigate to the Reports page. By default, the page opens to the Activity tab with New Investigation selected in the left pane.

Step 2 – Select an organization from the drop-down menu at the top of the left pane to access its reports. An organization is selected by default, but you can choose a different one if needed.

Step 3 – Define a filter criteria, then click Search to generate the investigation results based on it. See the Apply Filters topic for additional information.

Step 4 – Click Export. The investigation results report is sent to you as an .xlsx file by email.