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Exporting Data from Standard Dashboards

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Exporting Data from Standard Dashboards

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Overview

RDrive’s standard dashboards provide interactive views of your project data, helping you review activity, identify trends and explore the information recorded within your project. Where dashboard information is displayed in a table, the data can also be exported for further analysis, reporting or sharing with others. This guide explains how to download data from dashboard tables, refine the information before exporting, and choose between Grid and Numeric reporting depending on the level of detail you require. TABLE OF CONTENTS

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Downloading Data from Dashboard Tables

Data displayed within tables on the dashboard can be downloaded for further analysis, sharing or reporting. This functionality is available from table data throughout the report, so you can export the information relevant to the area you are reviewing. Before downloading, you can use the Search field within the table to narrow the results. The download can then be generated using the available reporting options.

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Download the Data

  1. Locate the table containing the data you want to report on.
  2. Use Search to refine the table results if required.
  3. Select the Download icon in the top-right of the table.
  4. The Download Report window will open.
  5. Choose how you want the information to be presented.
  6. Select the required file format and any additional options.
  7. Select Generate Report.

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Grid or Numeric Reporting

When generating the report, you can choose between two reporting styles: Option Use it when… Grid You want to export the detailed table data displayed in the report. Numeric You want to summarise the data numerically rather than export the individual rows.

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Grid Reports

A Grid report exports the detailed information contained within the table. Depending on the selected file format, additional options may be available. For example, when generating a PDF you can select the required page size, such as A4 or A3. This is useful when you need a detailed record of the information displayed in the dashboard.

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Numeric Reports

A Numeric report allows the information to be summarised rather than showing each individual item. You can select how the data should be grouped using Report Type. For example, the data could be reported By Category, allowing you to see the number of items belonging to each category. This is useful when you want a summary of the dashboard data rather than a detailed item-by-item report.

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Available File Formats

Reports can be generated in different file formats depending on how you want to use the information. For example, you may want a PDF for sharing or presentation, or an Excel file when you need to work with the underlying data further.

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Learn more about our Standard Reporting Options

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Project Overview

The Project Overview Report provides a comprehensive, real-time view of project performance and activity.  This powerful tool is included with every project, offering valuable insights to help teams monitor activities, identify trends, and make informed decisions. Designed for clarity and ease of use, the report ensures all users can access the data they need while maintaining strict permission controls.  Project Overview

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Issue Analysis

The Issue Analysis Dashboard provides a comprehensive, real-time view of project wide issues and activity.  Offering cutting-edge project management and issue monitoring.  The issue analysis dashboard will help take your projects to the next level of monitoring, that will allow you to manage your projects by region, sector, etc and help you stay in control of project progress. What does the Issue Analysis Dashboard Offer

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Searching and reporting from the List

Searching and reporting from the List View is useful when you need to find, select and download specific items. RDrive also provides reporting and analytics tools for a wider view of your project. Searching & Reporting