Look for the Downloads icon in the upper right corner of the screen. This icon resembles a file folder with a downward arrow. When a new download is available, a red dot will appear on this icon.

Click the download icon to open the downloads dropdown, where all of the most recent generated downloads are available.

At the bottom of the dropdown, click See All Downloads to open the Download Center.

Here, you will see a table displaying any generated report downloads and Client exports for any Clients you have permission to view.

Each column of the downloads table provides important information at a glance.

​File Name

The file name is automatically generated using the Client ID, and either the Client name, the name of the report, or the name of the dashboard that was downloaded. Clicking the file name will download a copy of the file to your computer.

Category

Category notes whether the download is a Report, Client Export, or Dashboard.

File Type

This specifies the file format that the download was generated in.

Completion Date

The date the download or export was completed on.

Status

Notes whether the download completed or if an error occurred.

To delete a download, click the ellipsis in the far right column of the downloads table next to the report or export you wish to remove.

This will open a small dropdown, click Remove from List to open the deletion confirmation window. Downloads are system wide, if you delete a file from the Downloads section this will delete it for other users as well.

Lastly, click Delete to confirm the deletion of this download.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄