Reports - Exporting Screens (internal)

Background

Many of the grid-based pages can have the data that is currently on the screen (across pagination) exported to a spreadsheet to allow the user to conduct further analysis.

Screens supported

1. Customer Account -> Account (only for Troverlo)
2. Customer Account -> Team Members,
3. Assets Management -> All Asset details,
4. Assets Management -> Tag details,
5. Assets Management -> Tag Subscription details (only for Troverlo),
6. Asset Categories (only for Troverlo)
7. Asset Groups (only for customers)

Steps

1. Chose the page you would like data from
2. You can export with or without search and/or filter(s)
   1. What you see on the screen will be exported, across all pages
3. Click on "Export to Excel" on the upper right side of the page (it is under your username)
   1. 
   2. Some of these maybe to the left of another button to "Create" depending on type of user. Example, customer will see this on the All Assets page
      1. 
4. Open the file - it will be located in your "downloads' directory you have configured in your browser
5. The name of the file is "<screen name>-<date>.xlsx" - for example
   1.