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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