The following settings summary pages (datatables) can be exported to PDF, CSV and Excel:
Dashboard
Processes
Value Streams
Managed Documents
Attachments
Tasks
Notifications
Quick Steps
Settings, select the page that you wish to export
Locate 'Export' at the top left of the page
Three export options are available: PDF, CSV, Excel
Select the desired export format. The file will download and can be located in your downloads
PDF (Portable Document Format)
The PDF export will include all the fields from the data table, provided there is sufficient space to display them.
CSV (Comma Separated Values)
The CSV export will contain all the fields from the data table, along with additional useful details, like Created On, Updated On, Created By, Updated By.
Excel
The Excel export will contain all the fields from the data table, along with additional useful details, like Created On, Updated On, Created By, and Updated By.
