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Exporting a report
All Sharesight reports can be exported to a Spreadsheet, PDF or to Google Drive.
To export a report:
- Open any report from the Reports menu.
- Set your desired date range and other options.
- Click the Export button in the top-right corner of the report.
- Select your preferred format — Spreadsheet, PDF or Google Drive.
The file will download immediately, or in the case of Google Drive, be saved directly to your connected Google account.
Last updated 12th May 2026