How to get a management export?

Exporting management data consists in producing a data report from the application. Reports may be issued in different file formats (csv, Excel or PDF) according to the kind of export you chose. 

This article details how to get charts of data and open them from the browser. 

STEP_ARTICLE_CLIENT.JPGSTEP 1: FROM THE MANGEMENT EXPORTS

The Management export menu is available from the Management menu. 

You simply have to click on the export you need, then fill in the required filters to properly target the export you need to get.

Please click on Confirm. 

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STEP_ARTICLE_CLIENT.JPGSTEP 2: OPEN THE EXPORT…

Once you clicked on Confirm, please then click on Download. 

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Downloading has started, you must now wait a few seconds to view the file at the bottom of the screen. 

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The file (ZIP format) is viewable at the bottom of the screen. You may click to open it. 

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Please double-click on the file. You may open it as an Excel file or with any other spreadsheet application. 

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You can now access all the data you may need. 

 

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