Connect - Reports

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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:
   
   
   
   
   
   
   

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