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How to export document reports as CSV

Steps to download reports for external analysis Signit allows you to export document reports in CSV format for external use. Follow these steps:

  1. Filter a report:
    • Apply filters to refine the document data you want to export.
  2. Click the Export button:
    • Once the report is displayed, click the Export as CSV option located on the reporting dashboard.

  3. Save the file:
    • The CSV file will be downloaded to your device.
    • Choose a folder location and save the file for future access.
  4. Open the CSV file:
    • Use spreadsheet software (e.g., Excel, Google Sheets) to analyze, share, or archive the data.

Tip: Exported CSV files are ideal for creating custom reports or integrating document data into other business tools.