Overview
You can export the underlying data from a custom dashboard’s tables for use outside FieldPie. After opening the dashboard and scrolling to a table, you export it as an XLSX file. This is useful when you need to share the numbers, combine them with other data, or keep a record outside the app.
Before You Start
You need access to the Dashboard and permission to view the report. Open the dashboard whose table you want to export before you begin.
How to Export Report Data
- In the left navigation menu, select Dashboard.
- Click the report icon in the top-right corner.
- Click the dashboard you want to open.
- Scroll down to view the table details.
- Using the table options, you can customize the data and structure of your report based on your reporting needs.
- Click the export icon in the top-right corner of the table.
- Export the file as XLSX.
Tips and Things to Know
- Export is per-table, so open the report and scroll to the table you want.
- XLSX opens directly in Excel for further analysis.
- Use exports to combine report data with other sources.
- For automatic delivery instead of manual export, set up scheduled report emails.
Frequently Asked Questions
XLSX, which opens directly in Excel.
The data from the table you export within the dashboard, so open the report and pick the table first.
Yes. Configure scheduled report emails so the report is delivered without manual export.