Connect - Reports

Connect - Reports

InfoThis article is part of the Connect section.

Find all related articles here:
 
Check out the available reports in the Power BI menu, using the drop-down menu:



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.

To drill into a report:
  1. Select a report from the drop-down.
  2. Highlight a slice in the pie chart.
  3. 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:







    • Related Articles

    • Reports

      Please click on the image below to access the Reports Training Guide.

    • Connect - Comments

      This article is part of the Connect section. Find all related articles here: Connect Introduction Comments can be added to meetings and cases but not tasks. There are two types of comments: public and private. Use private comments to share internal ...

    • Connect - Meetings

      This article is part of the Connect section. Find all related articles here: Connect The diagram below shows the action buttons available within a meeting: Creating Meetings To create a meeting: Hover over Upcoming Meetings under the Scheduling menu. ...

    • Connect - Signing Up and the Dashboard

      This article is part of the Connect section. Find all related articles here: Connect Introduction Connect is a web-based application that helps property managers and homeowners interact easily. It allows you to schedule meetings, manage tasks and ...

    • Connect - Admin: Working Hours

      This article is part of the Connect section. Find all related articles here: Connect In the Admin menu, select Working Hours to set up your standard working hours and any exceptions: Standard Working Hours Under Standard Working Hours, click the ...