Export Your Data
Once you build a report in Helm CONNECT, you have the option to export your data in the form of CSV files or PDF documents.
Export Data as a CSV file
You can export your data from Helm CONNECT as a CSV file.
To export data as a CSV file
- Go to the Reports > Reports > Reports tab.
- Do one of the following:
- From the list of reports, click the Export to CSV icon
to the right of the report you want to export.
- From the list of reports, select the one you want to export, then click the Export to CSV icon
to the right of the report name.
- From the list of reports, click the Export to CSV icon
Export Data as a PDF document
You can export your data from Helm CONNECT as a PDF document.
To export data as a PDF document
- Go to the Reports > Reports > Reports tab.
- Do one of the following:
- From the list of reports, click the Export to PDF icon
to the right of the report you want to export.
- From the list of reports, select the one you want to export, then click the Export to PDF icon
to the right of the report name.
Note If you don't see the Export to PDF icon, it means you haven't selected a style for the report yet. To select a style, open the report and select Helm CONNECT Report from the Style list.
- From the list of reports, click the Export to PDF icon