Export Databoards in Different File Types

Use Databoards in the Advanced Tools submodule in the Settings module to export databoards in different file types.

To use Databoards in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To export a databoard as a specific file type:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the databoard that you want to export in a specific file type.
3. In the left pane of the Settings page, click Advanced Tools > Databoards.
4. On the grid toolbar, use the drop-down list to select the databoard that you want to export.
5. Click the View tab and click the export type databoard view that you want to export.
6. In the middle of the page, use the drop-down list to select any of the following file types in which you want to export the view:
   • MS Excel Spreadsheets (XLSX)
   • Comma Separated Values (CSV)
   • Portable Document Format (PDF)
7. Click Export.
   WorkBook downloads the databoard view to your computer in the file type that you selected.