Growth · Part of Reporting & Analytics
Reports export (PDF & CSV)
sub-spec 33D
One-click download of the report on your screen — the internal Adherence, Workforce, Leave, and Recruiting tabs, and the three client-portal reports — as a print-ready PDF or an RFC 4180 CSV.
For the operator
An ops manager filters the Adherence report to one client for last week, clicks Download PDF, and sends the one-pager to the client lead — the chart and the numbers already laid out, nothing rebuilt in a slide deck.
Business impact
The reports people watch all day become shareable artifacts in a click, so building a client update or a QBR pack stops being a manual screenshot job. Because the export inherits the on-screen scope and field rules, nothing leaks by leaving the screen, and the audit trail records who pulled what.