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Export a View

  • Updated:

This article will show you how to export a view. In the Analytics module, the main data display is called a view. The Analytics module will present a generic default view that you can add filters and data fields to in order to create custom reports which can be shared and exported.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Analytics module
    The Analytics module button in the left-hand navigation menu.
  3. Click the Views dropdown list and select a view to export, if desired
    An example custom view in the Views dropdown menu.
  4. Click the Filters button to add filters, if desired
    The white, rectangular Filters button below the Support button.
    1. Click the Add Filter button
      The white, rectangular Add Filter button below the View menu.
    2. Type or select a Data Field from the dropdown list
      The Select Data Field input box and dropdown menu.
    3. Type or select a Condition from the dropdown list
      The Select Condition input box and dropdown menu.
    4. Type or select a Meeting Type from the dropdown list, if applicable
      The Select Meeting Type input box and dropdown menu.
    5. Click the Apply button
      The gray, rectangular Apply button below the filter dropdown menus.
  5. Click the Data Fields button to add custom data fields, if desired
    The white, rectangular Data Fields button which appears to the right of the Filters button.
    1. Select the desired category on the left side of the Edit Columns modal
      Data field categories which can be clicked to display lists of related data field checkboxes.
    2. Check the checkboxes next to the Data Fields (columns) you desire to add to your view
      The data field checkboxes on the Edit Columns modal.
      Note: To view all available data fields for a category, check the Select All checkbox.
      The Select All checkbox which appears at the top of the list of all data field checkboxes.
    3. Click the Refresh View button
      The white, rectangular Refresh View button in the lower-left corner of the Edit Columns modal.
  6. Click the Export View button
    The purple, rectangular Export View button which appears below the Support button.
  7. Navigate to the Export to: field, then type or select CSV or XLSX to indicate the desired file type for your exported view
    The Export to: field on the Export View modal.
  8. Click the Export View button
    The green, rectangular Export View button in the lower-right corner of the Export View modal.
  9. Your view will export automatically and appear in your computer's Downloads folder
    An example Google Chrome popup with the name of the downloaded export file.
  10. Click the Cancel button to close the Export View modal
    The white, rectangular Cancel button in the lower-right corner of the Export View modal.

 

In-Article Glossary

The terms located in this section are listed alphabetically:

  • CSV: Comma-Separated Values file format
  • XLSX: Microsoft Excel file format

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