You can easily customize your reports to include only the data you need and then export it to a PDF, PPTX or Excel format.

To do this:

  1. Click ‘Export’.
  2. Choose ‘Customize export’.
  3. Select which metrics you would like to include in your export.
  4. Click ‘Save’. 

Your settings are saved and you can now export your report as usual.

To export your report click: ‘Export’. You can then choose the file format you wish to export to. Your download will start automatically.

You can also customize your report export with your logo and schedule it to be automatically emailed to your clients or colleagues. 

This article can guide you on how to add your logo to your exports: 

https://help.minter.io/getting-started-and-settings/how-do-i-add-my-logo-to-my-report-exports

This article can guide you on how to schedule the report to be sent automatically: 

https://help.minter.io/getting-started-and-settings/how-can-i-schedule-a-report-to-be-sent-automatically

Did this answer your question?