To download a report, click the ellipsis icon in the top right corner of any Insight Dashboard and select Download:

Select the format in which you’d like to download it:

CSV is best for importing into a spreadsheet, while the PDF format is designed to be printed, and presents the data in a more visual way:

When PDF is selected, use the dropdown to select a size for your document, and the checkboxes to control the layout and whether all table rows should be expanded:

When you’re done, you can click Open in Browser to display the report separately in a new tab (if PDF was selected), or click the Download button to download the file to your device.

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋‍♂️

We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!