Export Data from Overview

Overview reports can be exported to Microsoft Excel or a PDF to take information out of the system for use in project/progress tracking meetings. The exported data will include all pages and columns of the selected overview. Only the information displayed within the overview will be exported, including any subsequent pages.

Note: Data that has been exported outside of Smartflow will not refresh or update.

Export to Excel

To export an overview report to Excel, do the following.

  1. In Overview  , select the overview that you want to export from the drop-down list.
  2. Click Export to Excel at the bottom of the page.
  3. Review the confirmation dialog box, and then click Confirm.
  4. Go to My Exports .
  5. Locate your exported overview report in the table, and then click the file name displayed in the Download column.

Tip: If the file download says Pending, close My Exports  and then reopen it to refresh the exported items list.

Export or Print to PDF

To export or print an overview report to PDF, do the following.

  1. In Overview  , select the overview that you want to export from the drop-down list.
  2. Click Print to PDF at the bottom of the page.
  3. Configure the settings in the Print Setup (PDF) dialog box.
  4. Click Confirm.
  5. Review the confirmation dialog box, and then click Confirm.
  6. Go to My Exports .
  7. Locate your exported overview report in the table, and then click the file name displayed in the Download column.

Tip: If the file download says Pending, close My Exports  and then reopen it to refresh the exported items list.