1. Accounting Foundation Cloud Service Core Functions
  2. Managing Processes
  3. Designing and Executing Pipelines
  4. PMF Dashboard
  5. Exporting PMF Dashboard Report

14.6.6.2 Exporting PMF Dashboard Report

You can also export the PMF dashboard contents as a report in Excel or CSV formats. Here again you have options to filter the data that is exported.
To export contents of the PMF Dashboard into a report:
  1. On the PMF Dashboard page, use the filters to select the PMF process(es) and the activities within the PMF process(es) you are interested in.
  2. Click Export.
  3. Choose the format for your report (Excel or CSV).
  4. You need to apply at least one filter criteria to export the report as there is a limit to the number of records you can export. To filter the contents to export to your report, click the With Filter option and select the filter criteria from the search box.
  5. Click Export and save the report file to a local directory. The report will contain details of the selected process(es), activities within the process, and the tasks within the events.

    Note:

    The export file can contain a maximum of 6500 records (rows) only. Hence it is recommended to use at least one filter when exporting the contents of the Dashboard to a report.