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Reports - Exporting Data

When using the Accord LMS, hovering over information icons displays helpful tips.


Introduction

This article will briefly describe some various options for exporting your report data. 


Upon creating a report, in addition to having the option of having this report immediately display on-screen thru the default setting of the on-page Report Viewer, you also have the option to save and export this report thru PDF, an Excel Worksheet or CSV file.


To Access Export Data Options

To access filters which will allow you to set some export settings for your various reports;

  • Login with LMS Admin credentials.
  • Ensure the proper Current Team is selected. Selection menu located lower-left of screen.
  • From the left sidebar menu click Reports.


Hovering over any report-type will display a Continue button.

  • Click Continue.


A series of headings will display.

  • Click Filters to open this panel.


Export Options

Should you choose to only view the report on-page, you only need to generate the report.


Should you choose to save and export a report while using a variety of formats, near the bottom of the Filters panel there exists an Export Format dropdown menu. See image below. 



When clicking on the Export Format dropdown menu, it will display the available formats.

These formats being PDF, Excel or CSV file.



Whenever choosing to use the on-page Report Viewer option, which immediately displays the created report on-screen, you still maintain the option of using the save and export options of PDF, Excel or CSV file by clicking on one of the icons located at the top-right of the report.



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