From your IntelliBoard account, you can export data and share it outside the platform as you wish. When you are viewing a report, click on the Share button and choose whatever option fits your needs! Let's take a look at them all together.
Click here to immediately print your report with all your selected filters! Make sure your browser is not blocking pop-up windows or you won't be able to see the printer settings.
Click here if you want to send the report with the filters you have just applied as an attachment via email. In the first field you should type the email address(es) that will receive the report; you can change the subject of the email that by default is the name of the report you are sending; you can select the format of the attachment that will contain the report; you can add a message to the body of the email. Click on Send to forward the report to your chosen address in the matter of a few minutes!
If you don't want to email a report immediately but you want to schedule a specific frequency and time for it, you can do it! Click here to have more information about our scheduling function. A list of all the reports that have been scheduled can be found in the Notification Dashboard.
Note: When a report is emailed or scheduled, it will be sent from IB and will come from email@example.com .
Click here to download the data as a CSV document. A message will pop up in the bottom left corner, it will tell you when the file is ready to be downloaded from the Export Center!
Click here to download the data as an XLS document. A message will pop up in the bottom left corner, it will tell you when the file is ready to be downloaded from the Export Center!