Reports - Exporting Screens

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,
2. Customer Account -> Team Members,
3. Assets Management -> All Asset details,
4. Assets Management -> Tag details,
5. Asset Groups.

Steps

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