Export, Preview, and Print Data

Within the upper-right corner of each pane where there is a report or chart on a dashboard tab, you will see buttons that allow you to export your data to Microsoft Excel, preview your report in Adobe Reader, or print your data directly from your dashboard, in the case of charts.

From left to right, the available buttons are: Preview Report, Export Report Data to Excel, and Print Chart (available for charts only).

At the far right is the Refresh Now button, which we covered in the Charts and Reports topics.

Preview Report

Regardless of whether the data is presented as a report grid or a chart, clicking this button will send the report data to Adobe Reader, were you can view it in grid form and then print it from Adobe Reader, if you choose.

Export Report Data to Excel

Clicking this button for a report or chart will send the numerical data to Microsoft Excel, where you can view and then print it from Excel, if you choose.

Print Chart

This button is only available for reports shown in chart form. Clicking this button will bring up the Print dialog box, where you can choose a printer to send the chart to. There is no Preview window available when you click this button.