--- title: Reporting & Exports in Brevity description: A complete guide to Brevity's reporting and export options. Learn where to find PDF dashboard downloads, CSV data exports, and other reports across Win Analytics, Organization Settings, Training Plans, and Access Logs. --- [Skip to content](https://support.brevitypitch.com/en-us/knowledgebase/reporting-exports-in-brevity#main-content) ![](https://support.brevitypitch.com/hs-fs/hubfs/Brevlogo.png?width=200&height=51&name=Brevlogo.png) Open main navigation Close main navigation - [Contact us](mailto:support@brevitypitch.com) [Contact us](mailto:support@brevitypitch.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Brevity Knowledge Base](https://support.brevitypitch.com/en-us/knowledgebase?hsLang=en-us) 2. [Scores, Feedback, & Analytics](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us) 3. [Reporting & Analytics](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us#reporting-analytics) # Reporting & Exports in Brevity ### Overview Brevity offers a range of reporting options so you can share progress, audit activity, and work with your data offline. Reports are available as **PDF downloads** (for visual dashboards and report cards) and **CSV exports** (for raw data you can open in Excel or import into other systems). This article is a quick-reference guide to every export available in Brevity, organized by area. Each section links to a more detailed article where applicable. --- ### Analytics Analytics dashboards provide both PDF and CSV export options depending on the dashboard. For a deeper dive into Analytics and each available dashboard, see [Understanding the Analytics Tab.](https://support.brevitypitch.com/en-us/knowledgebase/overview-analytics-tab?hsLang=en-us) #### PDF Downloads Every analytics dashboard includes a **Download as PDF** button that generates a print-ready version of the current view. The PDF includes a Brevity logo header, a filter summary showing your active selections (time period, teams, roles, people, assignments, score filter), and all dashboard widgets laid out in a defined order. Navigation and interactive controls are hidden automatically. PDF download is available on the following dashboards: - **Overview** — Leaderboard, metric cards, Conversations By Day, and Activity Feed - **Adoption** — All adoption widgets in print-optimized layout - **Engagement** — Leaderboard, engagement metrics, and related widgets - **Individual Progress** — Full progress table with rotated column headers to fit all columns on one page > **Tip:** The PDF reflects whatever filters you currently have applied. Set your filters before clicking Download as PDF to get exactly the data you need. > **Note:** Paginated content (such as the Activity Feed or Individual Progress table) includes a note in the PDF indicating that additional rows are available on the web version. #### Individual Report Card (PDF) Each user's Individual Report Card also has its own **Download as PDF** button. This generates a focused, single-user view suitable for sharing in 1:1s or performance reviews. #### Individual Progress (CSV) The Individual Progress dashboard includes a **CSV export** option that downloads the progress table as a spreadsheet. The export respects your current search term and score filters, so what you see on screen is what you get in the file. If External IDs are enabled for your organization, the CSV includes an External ID column. See [External IDs for User Records](https://support.brevitypitch.com/en-us/knowledgebase/external-ids-for-user-records?hsLang=en-us) for details. --- ### User Management #### Members CSV Organization administrators can export a CSV of all users from the **Organization Settings** page. This download includes member details such as name, email, role, and status. When External IDs are enabled, the export includes an External ID column as well. See [External IDs for User Records](https://support.brevitypitch.com/en-us/knowledgebase/external-ids-for-user-records?hsLang=en-us) for more information. --- ### Training Plans Training Plan assignments are exportable as CSV, including assignment status and completion data. For a full walkthrough of Training Plan exports, see [Training Plan Analytics](https://support.brevitypitch.com/en-us/knowledgebase/training-plan-analytics?hsLang=en-us). --- ### Access Logs Activity and access logs can be exported as CSV for compliance and auditing purposes. For details on what's included and how to run an export, see [Access Log Exports](https://support.brevitypitch.com/en-us/knowledgebase/access-logs?hsLang=en-us). --- ### Quick Reference | Report | Format | Location | Filters Reflected | | --- | --- | --- | --- | | Overview dashboard | PDF | Win Analytics → Overview | Yes | | Adoption dashboard | PDF | Win Analytics → Adoption | Yes | | Engagement dashboard | PDF | Win Analytics → Engagement | Yes | | Individual Progress dashboard | PDF | Win Analytics → Individual Progress | Yes | | Individual Report Card | PDF | Win Analytics → Individual Detail | N/A (single user) | | Individual Progress data | CSV | Win Analytics → Individual Progress | Yes (search + score) | | Members list | CSV | Organization Settings | N/A | | Training Plan assignments | CSV | Training Plans | See dedicated article | | Access logs | CSV | Access Logs | See dedicated article | --- ### Frequently Asked Questions **How do I save the PDF to my computer instead of printing it?** When the print dialog appears, select "Save as PDF" as your destination (instead of a physical printer). This is available in all major browsers. **Why doesn't my PDF include all rows from a table?** Dashboard PDFs display the data currently visible on the page. For tables with pagination (like Individual Progress or Activity Feed), the PDF includes a note that additional data is available on the web. Use the CSV export if you need the complete dataset. **Can I schedule or automate report exports?** Not currently. All exports are initiated manually from the relevant page. **Do PDF exports include charts and graphs?** Yes. All chart widgets render in the PDF with their current data. Charts are sized to avoid page breaks mid-widget. - [New Features and Updates](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#main-content) - [Training Plans](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#training-plans) - [Meeting Analyzer](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#meeting-analyzer) - [Role Play](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#role-play) - [Administration](https://support.brevitypitch.com/en-us/knowledgebase/new-features-and-updates?hsLang=en-us#administration) - [Overview & Getting Started](https://support.brevitypitch.com/en-us/knowledgebase/overview-getting-started?hsLang=en-us#main-content) - [What is Brevity?](https://support.brevitypitch.com/en-us/knowledgebase/overview-getting-started?hsLang=en-us#what-is-brevity) - [Getting Started](https://support.brevitypitch.com/en-us/knowledgebase/overview-getting-started?hsLang=en-us#getting-started) - [Admin & Enablement](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#main-content) - [Managing Users, Teams, & User Groups](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#managing-users-teams-user-groups) - [Admin Settings](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#admin-settings) - [Enablement Best Practices](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#enablement-best-practices) - [User Logs](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#user-logs) - [Integrations](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#integrations) - [Managing Users & Teams](https://support.brevitypitch.com/en-us/knowledgebase/admin-enablement?hsLang=en-us#managing-users-teams) - [Using Brevity](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#main-content) - [Agent Hub](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#agent-hub) - [Creating Role Plays](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#creating-role-plays) - [Creating & Managing Assignments](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#creating-managing-assignments) - [Creating Training Plans](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#creating-training-plans) - [Repository](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#repository) - [Practicing Role Plays](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#practicing-role-plays) - [Working Through Your Training Plan](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#working-through-your-training-plan) - [Meetings](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#meetings) - [Playbook](https://support.brevitypitch.com/en-us/knowledgebase/using-brevity?hsLang=en-us#playbook) - [Scores, Feedback, & Analytics](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us#main-content) - [Viewing Feedback](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us#viewing-feedback) - [Interpreting Results](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us#interpreting-results) - [Reporting & Analytics](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us#reporting-analytics) - [Training Plans](https://support.brevitypitch.com/en-us/knowledgebase/scores-feedback-analytics?hsLang=en-us#training-plans) - [IT, Security, & Compliance](https://support.brevitypitch.com/en-us/knowledgebase/it-security-compliance?hsLang=en-us#main-content) - [Network & Access](https://support.brevitypitch.com/en-us/knowledgebase/it-security-compliance?hsLang=en-us#network-access) - [Troubleshooting](https://support.brevitypitch.com/en-us/knowledgebase/troubleshooting?hsLang=en-us#main-content) - [Account & Access Issues](https://support.brevitypitch.com/en-us/knowledgebase/troubleshooting?hsLang=en-us#account-access-issues) - [Audio & Role Play Issues](https://support.brevitypitch.com/en-us/knowledgebase/troubleshooting?hsLang=en-us#audio-role-play-issues) - [Assignments & Scoring](https://support.brevitypitch.com/en-us/knowledgebase/troubleshooting?hsLang=en-us#assignments-scoring) - [Integrations](https://support.brevitypitch.com/en-us/knowledgebase/troubleshooting?hsLang=en-us#integrations) - [Known Issues & Status](https://support.brevitypitch.com/en-us/knowledgebase/known-issues-status?hsLang=en-us#main-content) - [Active Known Issues](https://support.brevitypitch.com/en-us/knowledgebase/known-issues-status?hsLang=en-us#active-known-issues) - [Resolved Known Issues](https://support.brevitypitch.com/en-us/knowledgebase/known-issues-status?hsLang=en-us#resolved-known-issues) [![](https://support.brevitypitch.com/hs-fs/hubfs/Brevlogo.png?width=200&height=51&name=Brevlogo.png)](http://brevitypitch.com) The Revenue Performance Platform [mailto:support@brevitypitch.com](mailto:support@brevitypitch.com) Copyright © 2025, Brevity Technologies, Inc.