Exporting Reports

You can export report information to a PDF or to Excel® in the Daily Dashboard module.

  1. Navigate to Dashboarding.
    The Daily Dashboard page opens.
  2. Select a report.
  3. Select filter options to show the data that you want to export.
  4. Select a situation and follow the corresponding steps.
    Situation Steps
    Export to PDF
    1. Select Export.
    2. Select Page with PDF to export the data currently shown in the report window or Report with PDF to export all report tabs.

    A notification that the report is in progress appears. Another notification appears when the report is ready to download and view from Reporting > View Reports.
    Export to Excel®
    1. Hover over the slicer or visual that you want to export.
    2. Select More Options > Export Data.
    3. Select the data that you want to export.

      You can export data with the current layout, summarized data, or underlying data.

    4. Select a File Format.
    5. Select Export.

    A notification that the report is exporting appears. The report downloads automatically when it is ready.
Parent topic: Daily Dashboard