Integration Options

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Info
Process Process:Analytics
Parent Step
Title Integration Options
Sequence 5
Related To
Related Modules
Related Action


Main screen No screen
Analytics

Short Description

Integration options including export to Excel, PDF, publishing as dashlets or drilldown capabilities


Description

Tool for creating advanced reports has multiple integration options including export to Excel, PDF, publishing as dashlets or drilldown capabilities.


To export the report to a pdf, csv or xlsx file, you must enable the appropriate options in the report edit view.

To do this, you need to click the Integrate button, and then select the appropriate bulb symbol next to the selected plugin.

Additionally, by clicking on PDF Export you can choose additional options related to exporting the report to a pdf file.

Changes should be saved.

Export Options



After enabling these options, you can now generate the file you are interested in using the Export button in the report record view.


Export Button






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