Exporting reports is often the final step in sharing insights—but different formats can impact how your data appears and behaves. In this practical, admin-focused session, we’ll explore how report exports work in Sugar and what to consider when moving data into Excel or other tools.
You’ll learn:
- What data and formatting carry over during export
- How different export formats affect sorting, grouping, and totals
- How to preserve data integrity outside of Sugar
- Best practices for preparing reports before exporting
- Tips for avoiding common formatting or structure surprises
By the end of this session, you’ll understand how to export reports strategically—so your data remains accurate, usable, and presentation-ready.