Connect - Reports

Connect - Reports

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You can check out the available reports under the Power BI menu, in the drop-down menu in the top right corner:



Exporting a report


You can export data from a report in two formats: Excel (.xlsx) or CSV (.csv).

After drilling into a report, click Back to report to return to the main page.

Select a report from the drop-down and highlight a slice in the pie chart or right-click on it to see the option to drill down further:



Click Transactions, hover over the table to see the three icons at the bottom right. Select the three dots to export the data:


You can export the data on various pages wherever you see the same three-dot icon:



Examples:

  1. Select the three dots above the pie chart > Export data:



  1. Select the three dots above the pie chart > Show as a table > click the three dots in the top right corner again > Export data:



  1. Right-click on the pie chart, select one of the table options > three dots > Export data:



  1. Right-click on the bar chart, select one of the table options > three dots > Export data:




Filters


Filters appear on the right-hand side of the page, where you can:

  1. Search within a filter by typing in the search box:



  2. Amend a filter by clicking the downward arrow, making your change, and selecting Apply Filter:



  3. Delete a filter using the eraser icon:



Further options


Right-click on various elements in the report to  access additional options.

Examples:

  1. Right-click on a slice in the pie chart or on a bar in the bar chart:




  1. Right-click on a table:







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