Overview: Analytics allows users to export data from the platform so that it can be used for reports or shared with company superiors or other interested parties.
Start from: The Analytics module.
All data analysis modules in Analytics allow users to export data that can be displayed on the screen according to the settings you have made.
To this end:
- Select the module for which you want to display the data; for example, in this case, we will use Sales.
Notes: Most Analytics modules are informative and allow you to Export the data displayed on screen. However, the Reports, Sales Budgets, Financial Statements, Configuration, and Interfaces modules are different and do not have this option.
- Set up the screen accordingly or select a previously created Scenario to display the data.
- Select the Export button.
- In the Export drop-down window, select the Excel (.XLS) or .CSV (comma separated values) format.
You will now have the data you have parameterized in the Analytics screen downloaded in the format you have selected.