How to Download a Report as CSV from IFC
Step 1: Load the IFC Report
Wait for the IFC interface to load.
Select the desired month (e.g., April).
Step 2: Run the Report
Click on the 'Run Report' button.
Wait for the report to generate and download.
Step 3: Save the Report
When prompted, hit 'Save' to download the report.
Step 4: Choose File Type
Ensure the file type is set to CSV.
Avoid selecting PDF format.
Step 5: Select All Agents
Make sure all agents are selected in the report options.
Confirm that the default selection includes all necessary agents.
Step 6: Group by Carrier
Verify that the report is grouped by carrier.
This is the preferred setting for the report.
Step 7: Check for Performance Issues
If the report is slow, consider the file type; CSVs typically download faster than PDFs.