Exporting Dashboard Data to Microsoft Excel or CSV - Reporting Dashboards - English - Foundation 22.1 - OnBase - external - OnBase/Reporting-Dashboards/English/Foundation-22.1/Reporting-Dashboards/Web-Client-Usage/Using-the-Web-Client-Viewer/Exporting-Item-Views/Exporting-Dashboard-Data-to-Microsoft-Excel-or-CSV - 2022-08-18

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 22.1
License

To export dashboard data as a spreadsheet:

  1. Click the Export To button in the dashboard title to export the entire dashboard, or click the Export To button in the title of a dashboard item to only export that item.
    Note:

    Some dashboard items may not allow exports or may not be configured for exports.

  2. Select Export To Excel. The Export To Excel dialog box is displayed.
  3. Enter a file name for the exported file in the File Name field. By default, the title of the dashboard or dashboard item is used as the file name.
    Note:

    Dashboard titles may contain characters that are not allowed in file names. Illegal characters are replaced with an underbar ( _ ) in the exported file name.

  4. Select a file format from the Excel Format drop-down list.
  5. If CSV is selected as the format, enter the separator character to use in the Separator field. The default character is a comma ( , ).
    Note:

    The Separator field is only enabled if CSV is the selected format.

  6. Select Filters to include the filters applied to the data item in the spreadsheet.
  7. Select Parameters to include the parameters applied to the data item in the spreadsheet.
  8. If Filters or Parameters is selected, select where in the spreadsheet to put the information from the Position drop-down list.
    Note:

    The Position drop-down list is only enabled if Filter or Parameters is selected.

  9. Click Export. The file is saved to the Downloads folder of the user currently logged in to the workstation. For example, C:\Users\JohnDoe\Downloads.
    Note:

    Graphical representations of the data, such as pie charts and bar charts, are not preserved. Data is saved to Excel in grid format for all data items.