How to filter and export files from departments/sub departments in the Company Dashboard?

Category: OKRs

You can now filter and export files from the company dashboard to view the progress.

Why this Feature?

In the Company Dashboard, you will be able to visualize the OKR progress in chart and graph formats. Also, you can download the reports in excel, PDF, and images format.

Note: First enable the company dashboard option, you can do it by clicking on Settings → General → Modules → Home → Customize. Only SuperUsers have the access to settings. Enable the company dashboard toggle and click Done.

customize

Step 1:

To view the OKR Progress in the company dashboard, navigate to the Home → Company Dashboard from the left navigation panel.

company-dashboard

Click on theokrs-progress icon where the OKRs progress will be shown for all the departments by default.

all-departments

Step 2:

For instance, let's select the department named Telecom.

After filtering it you’ll be able to see the OKRs progress and others for the Telecom department only.

telecom-okrs

telecom-okrs

Click on the iconformat-icon to download the reports in various formats.

format-option

OPTIONS

TYPES OF REPORT

View Full Screen

To view the report in full screen.

Print Chart

To print the report on your external printer.

Download PNG image

To download the report in PNG image format.

Download JPEG image

To download the report in JPEG image format.

Download PDF document

To download the report in PDF format.

Download SVG vector Image

To download the report in JPEG image format.

Download CSV

To download the report in CSV report format.

Download XLS

To download the report in XLS report format.

View data table

You will get the report information in a table format below the dashboard.

 

Note: You can export the dashboard that is visible on the screen dashboard from all the company dashboard charts.

Step 3:

Profit.co allows you to download the report in PNG image format.

download-report-png

Profit.co allows you to download the report in a PDF file document.

download-report-pdf

Profit.co allows you to download the report in excel file formats.

download-report-excel

Related Answer Post:

To learn more about downloading the reports from the Task Dashboard, click here.

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