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Exports & Share information - Exporting Summary Reports to Excel

This article explains how to export Summary Reports to Excel in ClearPoint.

Ted Jackson avatar
Written by Ted Jackson
Updated over 2 weeks ago

Any grid-style Summary Report can be exported as an Excel file, making it easy to share data, integrate ClearPoint information with other systems, or perform deeper analysis outside the platform.


Exporting a Summary Report to Excel

  1. From the left-hand navigation, click Reports.

  2. Open the report type you want to export—for example, Measure Reports.

  3. Click the Summary Report you want to export (e.g., Matrix).

Export the Report

  1. In the top-right corner of the page, open the kebab menu (⋮).

  2. Select Export to Excel.

Download the Export

Once generated:

  • A toaster notification will appear with a download link.

  • You can also open the Alerts inbox (bell icon) to Preview, Delete, or Download the file.

  • A copy of the exported Excel file will also be emailed to your account.

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