Export Databoards as Selected File Types

To use the Databoards submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To export a databoard as a selected file type:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Advanced Tools > Databoards.
3. On the grid toolbar, select from the drop-down list the databoard you want to export.
4. On the View tab, select the export type databoard view you want to export.
5. In the middle of the screen, select from the drop-down list any of the following file types that you want to export the view as:
   • MS Excel Spreadsheets (XLSX)
   • Comma Separated Values (CSV)
   • Portable Document Format (PDF)
6. Click Export.
   WorkBook downloads the databoard view on your system as the file type you selected.