Intelligence 360: Export to Excel | ZOVRO ERP Learning Center

STEP 1

Before you start

Confirm export permission and choose the correct company and reporting date range.

STEP 2

Open the Intelligence 360 dashboard or its drill-down view.

STEP 3

Apply filters and use the Export XLSX/Excel option where authorized.

STEP 4

Wait for the file to download and open it using a trusted spreadsheet application.

STEP 5

Check the exported rows and totals match the on-screen report and protect confidential information.