Page Comparison

1. Click the triangle next to Filters to show the criteria.

   

2. Select the desired criteria to include or exclude:

   1. To Include criteria: select is equal to, contains, starts with, or ends with, and then begin typing the criteria in the picklist. Select the desired criteria (or multiple criteria) from the picklist.

   2. To exclude criteria: select is not equal to, does not contain, does not start with, or does not end with.

      Note
      Is null depicts the absence of data in a data set. Conversely, is not null depicts the presence of data

      
      

   3. To include or exclude data without a certain data criteria — for example, to select data without a Region or District assigned in Service Automation — choose is blank / is not blank.

   4. To add more options, click the plus sign (+) next to a field to add another option to the filter. The new option will appear as either an OR condition or an AND condition, depending on the type of filter option.

3. Once all criteria are selected, click Run in the top-right corner. The Dashboard report updates with the selected criteria.

More details are available on Filtering in the Contractor Scorecard.

1. On the desired table or visualization, hover over the upper-right to expose the 3 dots menu, and then click Download Data. The Download modal appears.
   

2. Select the desired File Format and choose a File Name: A default name is listed but you can change it.

3. Click Download.

1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as PDF. The Download modal appears.

2. A default Filename appears, but you can change it.

3. Under Advanced options:

   1. Single-column format lays out all tables and visualizations on a page into one column in the PDF, as opposed to how it is laid out in the dashboard.

   2. Expand tables shows all rows in a table, instead of just the rows that appear on the dashboard.

   3. Paper size adjusts the PDF to your desired size.

4. Click Open in Browser to view the PDF in your chosen browser, or click Download to save a version of the report onto your device.

1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Download as CSVs... A new browser tab opens.

2. After the files render, you are prompted to save the CSV Zip file onto your device.

More details are available on Downloading and Sending Dashboards and Reports

1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Send. The Send (Dashboard Name) modal opens.

2. A Title is given by default, but you can change it.

3.  Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add.

   1. (Optional) Click Include a custom message to add a personal note.

4. Under Format data as, choose PDF, Visualization, or CSV Zip file.

5. (Optional): Click Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here.

6. Click Send. The email is sent to your recipients.

1. On the desired dashboard (or dashboard tab), click the Gear icon in the upper-right of the page, and then click Schedule. The Schedule (Dashboard Name) modal opens.

2. A Title is given by default, but you can change it.

3.  Under Who should it be emailed to?, enter the desired recipient(s), separated by a comma, and then click Add.

   1. (Optional) Click Include a custom message to add a personal note.

4. Under Format data as, choose PDF, Visualization, or CSV Zip file.

5. Under Deliver this schedule, choose Daily, Weekly, Monthly, Hourly, or By minute (in 5-minute increments, up to 30 minutes)

6. (Optional): Use Filters to limit the criteria that appear in the email. Note that the same filters on the dashboard itself will also appear here.

7. Click Send. The email is sent to your recipients.

More details are available on Downloading and Sending Dashboards and Reports