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Exporting Reports to Excel or PDF

A guide on how to export ScorebuddyCX BI reports to Excel or PDF.

Written by Jordan McGovern

Reports can be shared by exporting them to either Excel or PDF. To do this, select the share icon in the top right of the page, then choose your desired export option.

Exporting to Excel

When selecting the Excel export option, choose the range to export by selecting "Entire Dossier" from the Range dropdown menu.

Alternatively, select specific grids on the page you're trying to export. When choosing to export a grid, a list of all the grids on that report will appear, allowing you to select a specific grid or all of them.

Exporting to PDF

When selecting the PDF export option, choose the range to export from the following: Page, Chapter, or Entire Dossier.

Unlike the Excel export, the PDF export offers a few additional options. Choose which content and visuals to include, and how they are displayed together.

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