You can export a dashboard to CSV, Excel. or PDF format. To export a dashboard, you must first create a report.
This option is available in the following Dashboards:
- Sales A/R
- Inventory Trend
- Back Orders Grid
- In Billing Orders Grid
- In House vs Direct
- Open Orders
- Open Orders Grid
- Quotes Grid
- This Week's Sales
- YTD Sales Variance
- Open any dashboard: Review inventory KPIs or Review Sales dashboard KPIs.
- At the bottom of the Dashboard, click View Detail (you may have to hover over the bottom of the graph to see the button).
- On the Dashboard Detail, click Report.
- On the Report window that appears, click Export, and then follow the directions on your screen to choose the format of the exported file and save. .