This article will explain how to access reports and export them to excel.
Finding, viewing, and downloading reports from the dashboard (Video)
You can access reports via the navigation bar.
Or by the App Launcher
Or by the Dashboard (you may have to scroll down the dashboard).
- If you selected a specific Report it will display (go to step 4), if you have selected Reports from the the App Launcher or by Selecting Reports on the menu bar the Reports Page displays.
- Click/select All Reports from the Reports page to display a list of all the reports available.
- With the list of reports displayed, scroll through the list till the specific report is reached, then click/select the Report Name.
- Sort the data in the report by clicking on the Column title (the small arrow next to the column name indicates it can be used to re-sort report).
- After clicking on the column title the data sorts to below
- To download the report, click the down arrow at the upper right-hand corner.
- With the options displayed, click/select Export.
- The Export Page appears. Click/select Formatted Report and format Excel format.xls., then lick/select Export.
- An Excel icon with the report name will be displayed in the lower left-hand corner of the screen. Click/select the report/file name to launch excel and view report.
- With the Report open in Excel. Use excel to edit, print and save the data be accessed again.
