Export Reports

Deliver the report and keep every past version in the archive.

Why it matters: A report archive is institutional memory — any month's numbers, findable in seconds.

Before you start

  • A generated report

Step-by-step

  1. 1

    Deliver it

    Share the generated report with your client as your monthly deliverable.

    Deliver it in the Kleverish dashboard
    Step 1 — Deliver it in the Kleverish dashboard
  2. 2

    Use Past Reports

    Click Past Reports to revisit any previously generated period.

    Use Past Reports in the Kleverish dashboard
    Step 2 — Use Past Reports in the Kleverish dashboard

Expected result

This month delivered; every month retrievable.

Helpful tips

  • Generate even for months you don't send — the archive's value is completeness.

Common mistakes

  • Overwriting one working file per client outside the tool — that's the habit the archive replaces.

Troubleshooting

I can't find an old report

Check Past Reports under the project that generated it — reports are project-scoped.

Related guides

Create Client Reports Track Progress

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