Export (XLS)

To export, press the export icon located within the drop-down menu that is displayed by pressing the vertical ellipsis icon .

Print & Export Drop-down Menu Example
Exported XLS File Example

Tips

  • The record will be exported in XLS format.

  • When exporting you may see numbers instead of text or character in some fields. Some scenarios might be if the form has a drop down menu or checkboxes.

  • Exported time values will be displayed in UTC format.

Exporting Charts

When exporting charts the system transfers the data as a file in excel.

Tips

  • The percentage chart will indicate "0" for the "category" since it's an overall chart not tied to a specific date range.

  • Pie charts will display both the status and corresponding amounts without incorporating any specific time range, but the chart data will reflect the selected time range.

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