Document name Analytics: Exporting Reports
 Author  Simon Smith
 Publish Date5 21/12/2021 Version  1.0 Reference  

 

 

1. Version Information 

 

 

Date Author Update Information  Version 21/12/2021 Simon Smith
 1st draft 1.0

 

 

2. Document Purpose & History

This document describes how to export a report, or a specific part of a reports.

Exporting Reports

After you filter a report to display the information you require, you can export the report as a whole using the export button . Thsi will export the entire report as a pdf report. Depending on your browser settings, this will either be saved to your downloads folder, or you wll be given the option to save the pdf file to a location and with a specific filename.

 
It is possible to save a Wallboard in a similar manner. When saving a wallbaord that has elements that update, such as the extension KPI information in the Extension Wallboard, the wallbaord will be saved with the element being displayed at the time of export.
 
The pdf file exported retains the formatting, look and feel of the report in the browser. Copy and pasting or exporting this information from the pdf is much harder as the text is encoded in the pdf file as an image rather than text.
 
You can export different parts of a report to better utlise the data in other mediums such as presentations, or spreadsheets.

Report Elements

There are 3 different elements that make up the Summary Reports. Call Detail and other reports do not necessarily have all 3 elements.

  1. KPI – These are the aggregate/calculated values for all the rows of the table of the report, e.g. all the extensions in the table for an Extension Summary Report.
  2. Charts- Graphns, and Charts of the data in the Data Table
  3. Table – The raw data that the other 2 types of elements are produced from.

Exporting Data Tables

The data table can be exported using the button. Before exporting the table, you can shoose to include or exclude columns using the button. The table will be exported as a Microsoft Excell spreadsheet (xlsx) file. Your browser will either save the file, allow you to open directly in Excell, or save to a location you specify, depending on settings.

Exporting Charts

The button is used to export a chart element. This is located on the left of the chart, under the chart title. Hover the button and it will turn selected (white on black background), and a menu will appear.

 

The Annotate Option lets your “draw” onto the chart before downloading. Use your mouse to draw or write a quick message on the chart before downloading. This avoids having to open an image manipulation package to add text to the exported chart graphic.

 

 

If you hover over the download button again, or choose download rather than annotate in the first place, you can download the chart as a png or jpeg file.

 

 

Depending on your browser setting this will be saved to your dowloads folder, or allow you specify a location.

Exporting KPI Information

The button allows you download all the KPI values as a png graphical file.

 

Alternatively you can select the text and copy onto the clipboard if you wish to have the values as text, and are not worried losing the format.

  1. Select the value or values you require, whislt pressing the left mouse button, drag over the values to hi-light (the titles will also be hi-lighted).
    In this example, missed and service level have been hi-lighted.

     

  2. Press Ctrl+C together to copy the selected text onto the clipboard.
  3. In your target application, paste the clipbaord content.
    Note: If you paste into Excell, the values will be pasted vertically (transposed), rather than horizontally.

 

 

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