Intended Audience: Mentors
Introduction
Card Options are available for the dashboards in the Insights Report Builder, providing additional information and allowing mentors to save, send, and/or share displayed information. This article explains how to use Card Options to email, print, and/or export the information.
Details
- First, select the Card options icon (wrench symbol) that appears when hovering over the card.
- Next, choose Send / Export.
- From there, select the desired distribution method from the following options:
- Email: Select this option to email the card information to yourself or other users.
- Print: Choose this option to print a hard copy of the card information.
- Excel: Click this option to export the data from the card to a Microsoft Excel file in XLSX format.
- CSV: Click this option to export the data from the card to a Microsoft Excel file in CSV format.
- PowerPoint: Choose this option to view the information in Microsoft PowerPoint.
