Reports - Exporting Screens
Exporting data to a spreadsheet for further analysis
Background
All the grid-based pages can have all the data (across pagination) exported to a spreadsheet to allow the user to conduct further analysis.
Screens supported
- Account -> Team Members,
- Observations -> Latest Asset Observations
- Assets Management -> All Asset details,
- Assets Management -> Tag details,
- Assets Management -> Asset Groups.
Steps
- Choose the page desired to save data to a spreadsheet.
- What you see on the screen will be exported, across all pages.
- You can export with or without search and/or filter(s) and/or a column sort.
- Click on the icon
, which will expand to look like this
. It can be found after the filter icon on all the above listed screens. - Opening the file - it will be located in the "downloads' directory configured in the browser.
- The name of the file is "<screen name>-<date>.xlsx" - for example:
