This information relates to the legacy Reporting module, currently being modernized into reporting features available within the dashboard itself. Once this modernization has reached feature parity and reports have been migrated, the legacy module will be decommissioned in favor of the modern, dashboard first reporting experience. Reporting is only available for users on Dexibit's Growth or Enterprise pricing plans.
Downloading a report to PDF
To download a report to email, click the download PDF icon from the top right of a report.
The file may take a short while to compile, then a pop up modal will appear. Click the Download report button to proceed.
The file will then download to your browser.
Sending a report via PDF to email
Reports can be sent via PDF to email, either automated or on a one off basis. To send a singular report via PDF to email, click on the send report icon (paper plane) at the top right of a report.
On the pop up modal, enter the recipient email addresses and hit enter after each selection to add them to the recipient list (click the delete icon next to an email address to remove it).
Once ready, click OK to complete.