HOW to EXPORT BPO Reporting

HOW to EXPORT BPO Reporting


 

 

1.      OPEN BPO Reporting Dashboard
https://analytics.zoho.com/open-view/991864000011742753

2.      SCROLL to the screen report you’d like to export.

3.      NAVIGATE to the upper right hand report corner

4.      WATCH the {breadcrumbs] (vertical dots) appear

5.      CLICK the vertical breadcrumbs

6.      SELECT “Export”

7.      SELECT “ Excel”

8.      SELECT – Reporting Options & Name

9.      SELECT Export

10.   NAME Your File

11.   WATCH for your Download (takes a few minutes)

12.   CLICK Open (Lower Left hand Side on a Windows Machine)
Note Check your download folder

13.   WAIT – your file will open in Excel

14.   SAVE – your file to a desired location




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