To Export into a PowerPoint or PDF Slide

  1. To Export to Excel

          1. Move your mouse over the report or Dashboard, and you will notice an Ellipsis (3 dots). Click on it, and it should open the following menu.

            1. Once you click on the Ellipsis, you will find the Export Data button; follow the steps, and your table\data will now open in Excel.

            2. Feel free to try exporting as an Excel File or CVS, and see what style of data you prefer. CVS files usually are more data-driven without any formatting etc., typically easier to convert to tables.

        1. To Copy and Paste Visual to an Email

          1. Do you want to copy and paste a report or Dashboard into an email? Go back to the same menu we used above to get to the Ellipsis, and simple use the copy and paste button highlighted below:

          • Once you have copied the data, you will get the following pop up:

          • Now simple paste into your Email, Word Document, Power Point, etc.

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