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FAQ ID # 292
Detailed instructions on how to export the Performance Reports into various formats
Last Update : 2013/05/17
Rating : Not Rated
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Question / Issue
How do I export the Performance Reports?

Answer / Solution

Visual graphs, such as the bar graphs or pie charts can be exported into a PDF document1 or a PNG image2.

  1. To export Visual graphs, click on Export and select your preferred file type.

List reports or the Quote Analysis reports can be exported to an Excel Spreadsheet 3 or a CSV 4 file.

  1. To export the List reports, click on Export and select your preferred file type.
  2. To export a Quote Analysis report, click on Export and select your preferred file type.

 1 A pdf viewer, such as Adobe's free Acrobat viewer will be required to view this format.
2 A PNG file is an image file.  An image viewer, such as Microsoft Paint, Microsoft Office Picture Manager will be required to view this file.
3 Microsoft Excel will be required to view this file.
4 A CSV file is a comma separated value file.  Any text reader such as Notepad can be used to view this file.

 

 

 

 



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http://www.itcdataservices.com/support/CMPWFAQ/?f=292

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Producers Performance export

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