02-13-2019 10:02 AM
Is there a way to export a reporting dashboard to excel but only include the data that is currently being displayed?
I see that the "Export Data" button says it will "Export the item's underlying data to a spreadsheet." From my experience, this means exporting the data provider.
I'd like to be able to run a dashboard, manipulate the data by filtering, etc. and then export just that data to Excel. This would be ideal for providing data to leadership or other users who may be requesting slightly different data. I could have my base dashboard but then manipulate it to just the data I need and then export it for the user so they are just seeing what they need.
Even giving the option to select whether you want to export all underlying data or just the currently visible data would be nice. Also, giving the option to select which columns to export would be great but not required.
If this functionality doesn't exist, is there an SCR out there to request this?
Thanks!
Eric
02-13-2019 10:55 AM
Hi Eric!
In OnBase 18 we added the "Export to Excel" functionality to the individual dashboard items. This option will respect any parameters or filters that are applied to the item.
Column filtering and sorting will not be respected, SCR# 309508 was created to address this.
I hope this helps!
William
02-27-2019 11:54 AM
William,
Thanks for the update. That is certainly a step in the right direction.
I did some further testing (in version 18.0.037):
Hopefully the feedback above can make its way to the development team to make the tweaks.
Thanks again!
Eric
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