Quick Answer: Export any FAII dashboard as a PDF report, CSV data file, or JSON. Use exports for client presentations, team reporting, or feeding data into other tools.
What You’ll Learn
- Available export formats
- How to generate reports
- What’s included in each format
- White-label options for agencies
Export Formats
Generating Reports
From any dashboard
- Navigate to the dashboard you want to export
- Set your desired time range
- Apply any filters
- Click Export (or the download icon)
- Choose your format
- Report generates and downloads
Scheduled reports
Enterprise plans can schedule automatic report delivery:PDF Reports
What’s included
Customizing PDF reports
CSV Exports
Available data sets
Using CSV data
Common uses:- Create custom charts in Excel/Google Sheets
- Feed into business intelligence tools
- Build custom dashboards
- Track KPIs in your own reporting system
JSON Export (API)
For Professional+ plans
Structured data for programmatic access:- RESTful API endpoints
- Authentication via API key
- Rate limits apply
- All dashboard data available
Common integrations
White-Label Reports
Enterprise feature
Customize reports with your own branding:Setting up white-label
- Go to Account > White-Label Settings
- Upload your logo (recommended: 300x100px)
- Set primary and secondary colors
- Enter company name and contact details
- Preview and save
Tips
- Schedule monthly PDFs - Automated reports ensure consistent client communication
- Use CSV for analysis - When you need to slice data differently than the dashboard shows
- White-label for clients - Professional reports build client confidence
- Match time ranges - Export the same period you discussed in meetings
- Include comparisons - Previous period comparison shows progress clearly
Related Articles
Time Range Selection
Control what period you’re viewing
Master Dashboard
Main dashboard overview