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  2. Additional Resources
  3. Key Property Insights (KPI)

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Articles in this section

  • KPI Best Practices and FAQ
  • Sponsor Metrics Dashboard
  • Operational Summary
  • Period Analysis
  • Asset One Pager
  • Portfolio Comparison
  • Data Integrity
  • KPI Exports
  • Downloading and Printing
  • Calculations

Downloading and Printing

Download/Print from Dashboards

Follow these steps to access the PDF view of any dashboard while viewing it:

  1. Click the Download button on the top right
    Download_1.png

  2. Choose whether to include only the current view, specific sheets from the current dashboard, or specific sheets from the entire workbook
    Download_2.pngDownload_3.png

  3. Choose your scaling
  4. Choose your paper size
  5. Choose your page orientation (Landscape recommend)
  6. Click Download
  7. Click Download again
    Download_4.png

  8. A PDF will be downloaded onto your browser’s download directory

 

Download/Print from Exports

How to Download the Data as a CSV File

Follow these steps to access the Excel view for the reports:

  1. Click the Export button on the top right
  2. Click the Download button
  3. A CSV file will be downloaded into your browser’s download directory
    Download_5.png

 

How to Download the Data as a PDF

Follow these steps to access the PDF view for the reports:

  1. Click the Print button on the top right
  2. Choose your layout size (Landscape recommended)
  3. Click Generate
  4. Click Download
  5. A PDF will be downloaded into your browser’s download directory
    Download_6.png
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