---
title: Exporting Report Data
slug: exporting-report-data
docTags: 
createdAt: 2026-08-24T16:03:22.962Z
---

## Feature Overview

Exporting report data allows users to download request information for offline analysis, customer presentations, and business reviews.

## Functionality Overview

Users can:

- Export request data.
- Export filtered results.
- Use exported information outside the reporting application.

## Getting Started

### Accessing the Feature

1. Open the SHI One Service Report. 
2. Navigate to the desired report view. 

## Using Exporting Report Data (Step-by-Step Guides)

### 1. Exporting Request Data

1. Apply any required filters.
2. Select **Export to Excel**.

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/8CQgdG8GpbtoJMGqDf9eH_screenshot-2026-08-26-at-20823-pm.png)

1. Save the downloaded file.
2. Result: An Excel file containing filtered request data is generated.

### 2. Preparing Data for Business Reviews

1. Apply customer-specific filters.

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/Y9ZvmlzvYOWuEqD99fq-1_screenshot-2026-08-26-at-20954-pm.png)

1. Export the data. 
2. Review results in Excel. 
3. Result: Data is available for QBRs and customer meetings. 

## Use Cases & Scenarios

### Primary Use Cases

- Quarterly Business Reviews
- Customer reporting
- Trend analysis
- Offline investigation

### Best Practices

- Filter before exporting.
- Verify date ranges before downloading data.
- Use exports to supplement report visualizations.

## Troubleshooting and FAQs

### FAQs

**Q: Does the export include active filters?**
A: Yes. Exported data reflects the currently selected filters.

**Q: Can I export data from any tab?**
A: Export functionality is designed to support reporting and request-level analysis. Verify export availability in your selected report view.

## Key Terms Explained

- Export: Downloading report data to an Excel file.
- Filtered Dataset: Data limited by selected report filters.