Reports in Allocadia contain summaries and comparisons of your marketing spend data and are built from entries on the Activities tab. Exporting your report allows you to take your data offline to a meeting or send the report to non-Allocadia users to consolidate data.
- On the Insights tab, navigate to your desired Report
- Click the downwards arrow in line with the name of your desired Report
- Select your desired Export option from the Download As… drop down sub-menu