How do I export Analytics reports?

All Analytics reports with a summary table can be exported to Excel or CSV.

The following Analytics reports can be exported into an Excel or CSV file for further analysis. You can use the various filter, time scale, sub-team, and other options to refine your export.  


  • Lead Qualification


  • Activity
  • Engagement
  • Forecast

Active Deals (or Projects or Jobs or Listings)

  • Activity
  • Engagement
  • Forecast

Mail Sending

  • Mail Merges
  • Templates Used

Below are step-by-step instructions on how to export your Analytics.

1.) Select the Analytics you wish to export.

2.) Filter as needed. 

3.) Tap on the Export button. 

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