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  • Chart Download
  • Transaction List
  1. ChangeUp DMS
  2. Reporting

Download Data

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Last updated 1 year ago

There are two options for downloading report data, either at the chart level or a filtered transaction list.

Chart Download

A menu icon is shown at the top right of the charts on the Reports page. Open the menu and select Download (when available). This will generate a CSV of just the chart's data as a downloaded file.

Transaction List

From the Reports page, View All Transactions.

On the Reports > Transactions page, there is a Download button to the right of the date filters.

Download as CSV to generate a copy of the filtered results shown in the table.

Chart menu allowing a Pivot or Download of the data being displayed.
View All Transactions button.
Download menu with CSV option showing.