Export Reports
To immediately export reports from Report Pundit, open the report, click the export dropdown, and select the desired format such as Excel, CSV, or PDF. The report will be instantly downloaded.
XLSX - File
Report Pundit allows direct export of reports in XLSX (Excel) format. To do this, open the report, select the export dropdown, and choose Excel or XLSX—the file is downloaded instantly to the local device.
CSV
Report Pundit allows you to export CSV files with a custom delimiter of your choice. You can enter any delimiter (comma, semicolon, tab, space, pipe, etc.) in the CSV Delimiter box before exporting, and the export will use that character to separate values in the file
To export a report as PDF in Report Pundit:
Open the desired report and click the export dropdown menu.
Select "PDF" as the export format; you can also choose between portrait or landscape modes.
The PDF will be generated, often with the report name as the header, and downloaded directly to your device.
Google Sheet
Report Pundit allows immediate export to Google Sheets by selecting Google Sheets in the export dropdown, connecting a Google account, and specifying the destination folder and file.
Slack
Report Pundit supports exporting reports directly to Slack channels, allowing users to share data within team communication instantly.
1. Connect to a Slack Workspace
Use your existing workspace or create a new workspace.
Ensure Report Pundit has the necessary permissions to integrate with your Slack account.
2. Choose or Create a Slack Channel
If you already have a channel where you want to receive the report, select that channel.
If not, create a new channel in Slack.
3. Add Report Pundit to the Channel
In your chosen channel, type @Report Pundit and make sure it is added as a member.
This step is required; without it, the report will not be delivered.
4. Select File Export Type
From Report Pundit, choose the type of file format (e.g., CSV, Excel, PDF) you want to export.
Confirm your selection.
5. Export the Report
Trigger the export from Report Pundit.
The report file will be sent immediately to the Slack channel where you added @Report Pundit.
6. Verify Delivery
Go to the selected Slack channel.
You should see the report file delivered by @Report Pundit.
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