Most Admin Reports tabs let you export what you're looking at. The export always uses the groups and date range you currently have selected, so set those first, then export.
Export XLS (Excel) appears on Overview and most tabs. It's prepared in the background. When it's ready, a notification appears in the app — click it to download the file. You also get an email copy.
Export XLS (Excel)
Where to find it
The Export XLS button sits with the date and group filters at the top of Overview, Team Summary, IR Summary, and MAR Summary. Click it after you've chosen your groups and dates.
It doesn't appear on every tab — Archive and MAR Review have no Export XLS here. Compliance Log uses Export CSV instead.
What happens after you click
Export XLS does not download immediately. Instead:
- A message appears letting you know the export is being prepared in the background.
- BEHCA builds the spreadsheet.
- When it's done, a notification appears in the app (the bell at the top). Click that notification to download the file.
- You also get an email with a download link, so you can grab the file later or from another device.
This means you can click Export and keep working — you don't need to wait on the page or click the button again. For a large organization or a wide date range, it may take a few minutes before the notification appears.
What's in it
The spreadsheet contains the same data the tab is showing, limited to the groups and dates you had selected. If a group was unchecked, its profiles won't be in the file.
Common questions
- Why didn't a file download when I clicked Export XLS? — Excel exports are prepared in the background. Watch for the in-app notification (and check email).
- Can guests export? — No. Guests can’t open Admin Reports, so they don’t see export at all.