Export Reports

1. About feature

The Export Reports feature in VisionSync allows users to save and download adhoc reports in different file formats, such as Excel or CSV. This feature is useful when users need to share or analyze their report data offline or in other software applications.

2. Screen explanation

The “Report” screen contains the following elements.

a. Select Strategic Plan (Required): This field allows users to select the strategic plan against which they want to view data.

b. Select Organization Entity (Required): This field shows all the assigned organization entities for a strategic plan that you selected in the field before.

c. Select Review Period (Required): This field shows all the review periods based on the selected strategic plan timeframe and strategic plan review period frequency.

d. Columns Button: This shows all the columns for a strategic plan you selected. The list changes with the change in the strategic plan based on its association with the strategic framework. This button allows the user to enable and disable columns in the Report Table.

e. Filter Button: This button allows users to apply certain filters to narrow down report results according to selected criteria.

f. Report Table: This table displays the report results according to selected options and filters.

g. Export Button: This button allows the user to export the report results in excel or csv format.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Left-Side Navigation Bar, select "Report".

c. The Report screen will open, displaying a table containing the report data and available filters.

d. Select the strategic plan, organization entity, and review period to view the report results.

e. To narrow down the results further, select the filters from the top you want to apply to the report. You can select multiple filters at once.

f. Click on the “Export” button on the top right and select the format “CSV” or “XLSX” to download the report.

g. Upon requesting a download, you will receive an email notification when the request is fulfilled. Afterward, you can download the report using the link in the email or by visiting the "Download History" tab in the "Report" interface.

4. Expected Result

After downloading the report, the resulting file will be saved to your computer in the selected format containing the data for all underlying nodes within the organization.