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Exporting, scheduling and sharing reports

Updated over a month ago

Exporting Reports

You can export your report in Excel (.xlsx) or CSV. Exports will include all selected fields, all active filters, all rows visible in the report.

  • Use exports when preparing:

  • Executive summaries

  • Category reviews

  • BI dashboards

  • Internal pricing analyses

Scheduling Reports

You can schedule recurring deliveries (daily, weekly, or custom cadence) to your inbox or your team’s.

Common uses:

  • Daily MAP violation monitoring

  • Weekly price gap reports

  • Monthly promotional trend reviews

Sharing Reports

Use the sharing feature to ensure cross-functional alignment.

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