Exporting Scorecard Information

Scorecards can be exported in CSV or Word format and stored on your hard drive. This is helpful when you need to combine scorecard information with information from other applications.

To export a scorecard:

  1. On the menu bar, click Scorecard.
  2. Select Export from the Scorecard drop-down list.
  3. In the Export Settings dialog box, specify your preferences for the following settings:
    1. In the Export Format field, select any of the following export formats:
      • Export in .csv format: Exports as a comma-separated value (CSV) file
      • Export as word document: Exports as a Microsoft word document.
      • Export as HTML format: Exports as a HTML document.
    2. If you chose Export as a word document:
      • In the Page Orientation section, select Portrait or Landscape:
      • In the Paper Size section, select Letter or A4.
  4. Click OK to save your selections.
  5. In the File Download dialog box, select any of the following buttons:
    • Click Open to view the downloaded file in your application.
    • Click Save to download the file onto your computer.

      The default name reflects its scorecard and data version.

Related Topics

Scorecard Module Overview

About the Scorecard Module

Selecting Scorecards

Tour of Scorecards

Displaying Scorecards

Customizing the Scorecard

Working with Scorecard Cells

Working with Documents

Working with Category Trend

Custom Exporting

Printing Scorecard Information

Scorecard Information Displays



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Last Published Thursday, July 9, 2020