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