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Finding, viewing, and downloading reports from the dashboard (Video)


  1. You can access reports via the menu bar, the App Launcher, or from a dashboard.
  2. In this scenario, click the App Launcher icon in the left corner of the Fonteva site (directly under the Fonteva logo).
  3. Scroll through the list and click 'Reports'.
  4. Click 'All Reports' from the left navigation of the reports page. Reference screenshot below.
  5. Scroll through the list and click on the report name of the report you would like to view. The report will be displayed.
  6. Click any column heading to sort the data in the report.
  7. To download the report, click the down arrow in the top right-hand corner of the screen and select 'Export'.
  8. The 'Export' pop-up page will be displayed. Select 'Formatted Report' and format 'Excel format.xls'. Reference screenshot below.
  9. Click 'Export' in the lower right-hand corner of the page.
  10. An Excel icon with the report name will be displayed in the lower left-hand corner of the screen. Reference screenshot below.
  11. Click the report/file name and Excel will be launched and the report will be displayed.
  12. Print, edit, or save the report.

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