With just one click, you can export individual reports, client records, or user information into a ready-to-use CSV or Excel file. This flexibility makes it easy to analyse your reporting portfolio, break down property types, monitor inspector performance, and transform data into actionable insights—helping you plan resources more effectively and continually improve your services.
Please contact our Support team to enable this feature for your account.
Exporting to CSV. File
1. Mark the Report as Complete
Once you’ve entered all the required data, click Mark Complete in the top-right corner of the screen.
2. Access the Report
After marking it complete, the option to View Report will appear.
3. Export to CSV
Click the arrow next to View Report and select Export to CSV to download the report in a ready-to-view CSV format.
The spreadsheet will then begin saving to your computer, and will look similar to the following:
Exporting to Excel Sheet
1. Mark the Report as Complete
Once you’ve entered all the required data, click Mark Complete in the top-right corner of the screen.
2. Access the Report
After marking it complete, the option to View Report will appear.
3. Export to Excel
Click the arrow next to View Report and select Export to Excel. Your report will be instantly downloaded as a ready-to-use Excel sheet, making it easy to view, share, and analyse.
4. View Your Data in Excel
Open the downloaded file to see your report neatly formatted in Excel.
