Follow these steps to export a PlexTrac report into Word, CSV, or PlexTrac format.
Reports may be exported from PlexTrac to several useful formats, including: Word, Markdown, CSV, and PlexTrac's own format. Exporting to PlexTrac format allows clients and other teams to import reports in their own tenancy of PlexTrac.
Step 1: Navigate to the "Reports" view
Step 2: Click to select the report you would like to export
Step 3: Click the "Export" button and select the format to export