Export Data from the Dashboard

The data in a dashboard can be exported to the PDF, Excel, CSV or Word format.

1. Click Dashboard

• On the Icon Bar click the Review button, then click Dashboard.

2. Click Export

• Click Export, select a format for your file.

3. Select Open With

1. Click the Open with option.
2. Click OK.

Note: All four of the export options will display a dialog box similar to the one shown in this screen shot. If you want to save the file without viewing it first select the Save File option and select a location where you want to save the exported file.

4. View Output

• View the exported file in whatever format you selected. From this point you can save the exported file to a local or networked location for your company.