Exporting a View to Excel to Create a Report

To create a report using your view/dashboard, please follow the steps below. 


Step 1: Within your view, under 'Actions' select 'Export to Spreadsheet'.




Step 2: Save and Open the file. 


Step 3: Within the Excel spreadsheet you will see all the jobs under the selected criteria.  You can filter jobs by selecting the 'Filter' button within Excel. 




If you want to be able to filter on specific information but this doesn't display in your current view please click here to see how to Create a Personal View. 



Please watch our video below on how to export a view using your dashboard to create a report:





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