Navigating a Report
Once you've opened a report, here's how to filter it, switch views, and pull data out for your own use.
Each dashboard has a control panel at the top for setting a date range and other filters. The data updates automatically once you adjust them.
Filters reset when you leave the report — they don't carry over to your next visit.
Switching Views
Some reports have several tabs, each with its own focused set of metrics. Click a tab to switch views.
Exporting Raw Data
- Hover over a table or chart in the dashboard.
- Click the ⋮ menu that appears in the corner.
- Choose CSV or Excel. We recommend CSV for best results.
The file downloads automatically to your device.
Getting Help
- Questions about your reporting configuration: contact your Customer Success Associate.
- Technical issues or general questions: email rideqa@roundtriphealth.com.
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