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Summaries

Written by Paul Gorman

Updated at December 4th, 2024

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Table of Contents

Summaries

Summaries

Choose settings to export Dashboard summary data to Excel spreadsheets.

Select an export file type:

  • Excel 2007
  • Excel 97-2003

Select one or more topics to run:

  • Utilization
  • Adverse Impact
  • Goal Attainment

Click the [Export] button. You will be prompted to open or save the file. If multiple topics were selected, the Excel file will include a separate sheet for each one.

Quick Tip: When this process will take some time to run, the system displays a processing alert. You may select: [Run in Background] to continue working in other software areas. The system will alert you when the processing is complete.

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