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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

  1. Account -> Team Members,
  2. Observations -> Latest Asset Observations
  3. Assets Management -> All Asset details,
  4. Assets Management -> Tag details,
  5. Assets Management -> 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) and/or a column sort.
  3. 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.
  4. Opening 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: