How do I export data from a Dashboard?

The data in a dashboard can be exported to the PDF, Excel, CSV or Word format. This article describes how to export data from the dashboard.

1. Click Dashboard

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

2. Click Export

Click Export
  • Click Export, select a format for your file.

3. Select Open With

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.


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