Open Analytics and set the period and client filter you want. Full steps below.
Where: Analytics in the left sidebar
Plans: Pro and above
Steps
Open Analytics and set the period and client filter you want.
Use Download at the top for the full report as a PDF, a spreadsheet pack as a ZIP of CSV files, or the summary on its own as a CSV.
For a single card, hover it and use the download button in its corner for that card as CSV, PDF or an image.
Downloads always match the period and client filter shown on screen.
What this cannot do
Share an analytics dashboard by public link — dashboard sharing is disabled.
Show a margin, turnaround or cost figure for estimates that have no material, labour, cost or send records — those cards report no data instead.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.