Google Suite Reporting

Dependent on the report being used Upshot reports generally export as either a CSV file or an XLS worksheet.

Some users may not have the relevant programmes to access these such as Microsoft Office products like Excel, or may just prefer to use Google Sheets when engaging with their exports.

To open an export via Google Sheets, please follow the steps below:

  • Click 'Download' on the relevant Upshot report within the system
  • Open a new Google Sheet
  • Click File > Import
  • Click on Upload and then Browse
  • Go to the Downloads on your device and find the file you have just downloaded
  • Click Import data being mindful of the selections on this dialog box
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