Exporting a View to Excel to Create a Report
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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. 

 

Filter_Excel.PNG

 

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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