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Download Report

Summary

This guide explains how to download a shift report in Plumm from the My Reports or Company Reports sections. Administrators can easily download the reports in Excel format with a single click.

In this article

  •  Before you begin
  • Step 1:  Download a report
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have administrative access to the Report section to download reports.
  • Ensure you are in the My Reports or Company Reports tab to download the relevant reports.

Step 1: Download a report

  1. Navigate to Admin > Report and ensure the My Reports or Company Reports tab is selected.
  2. Locate the report you want to download.
  3. Click on the three dots (ellipsis) next to the report and select Download from the dropdown menu.
  4. The report will be downloaded automatically in Excel format (.xlsx).

Frequently Asked Questions (FAQ)

1. What format will the report be downloaded in?

The report will be downloaded in Excel format (.xlsx).

2 .  Can I download multiple reports at once?

Currently, you can only download one report at a time. Repeat the process for each report you wish to download.

 

3.  Where will the downloaded report be saved?

 The downloaded report will be saved in your browser’s default download folder or the location you’ve set for downloads.
 
 

 4. How do I open a downloaded Excel report?

You can open the downloaded Excel file using Microsoft Excel or any other compatible spreadsheet program.