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Status New
Workspace Case Management
Created by Guest
Created on May 13, 2020

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects.

It would be extremely helpful to be able to export the information directly from these personalized tabs to a report (.pdf & .xls) for analysis.

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  • Admin
    Marcus Wilson
    Reply
    |
    Jun 2, 2020

    We currently allow you to download a dashboard tab as a .csv file that can be converted into Excel format. When you export the data it only exports the columns and data that you've filtered in your tab. Does this accomplish what you're looking for, or are you looking for something more?