Exporting Dashboard Items to Microsoft Excel or CSV - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

To export a dashboard item as a Microsoft Excel spreadsheet or CSV file:

  1. Click the Export To button in the title of the dashboard item you want to export:
    Note:

    The Export To action is not available for filter items.

  2. Select Export To Excel. The Export To Excel dialog box is displayed.
  3. Select a file format from the Excel Format drop-down list.
  4. 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.

  5. Select Filters to include the filters applied to the data item in the spreadsheet.
  6. Select Parameters to include the parameters applied to the data item in the spreadsheet.
  7. 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.

  8. Click Export. The Save As dialog box is displayed.
  9. Select the location to save the file.
  10. Type a file name in the field provided. By default, the Title value is used as the file name.
    Note:

    Titles may contain characters that are not allowed in file names, such as *. Remove any illegal file name characters before trying to save the exported item.

  11. Click Save.
    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.