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Exporting a report

Exporting a report

All Sharesight reports can be exported to a Spreadsheet, PDF or to Google Drive.

To export a report:

  1. Open any report from the Reports menu.
  2. Set your desired date range and other options.
  3. Click the Export button in the top-right corner of the report.
  4. 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