Export a View

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:

3. Click the Views dropdown list and select a view to export, if desired:

4. Click the Filters button to add filters, if desired:

   1. Click the Add Filter button:

   2. Type or select a Data Field from the dropdown list:

   3. Type or choose a Condition from the dropdown list:

   4. Type or select a Meeting Type from the dropdown list, if applicable:

   5. Click the Apply button:

5. Click the Data Fields button to add custom data fields, if desired:

   1. Select the desired category on the left side of the Edit Columns modal:

   2. Check the checkboxes next to the Data Fields (columns) you desire to add to your view:

      Note:

      To view all available data fields for a category, check the Select All checkbox:
      

   3. Click the Refresh View button:

6. Click the Export View 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:

8. Click the Export View button:

9. Your view will export automatically and appear in your computer's Downloads folder

10. Click the Cancel button to close the Export View modal: