Printing, Downloading, and Exporting Data in TitanInsights
This article covers how to print, download, and export data in TitanInsights.
Choose what you want to do:
The Print process is intended to allow you to physically print all of the data on a report tab. You can also print to a PDF, but it's better to use the Download to PDF functionality to obtain a PDF of your report.
1. To print a report, click on the export icon at the top right.
2. Then select Print.
3. Choose your paper size and paper orientation. Then click Go to Preview.
4. Click Configure if you want to change the paper size or orientation after seeing the print preview. Click Print once you are ready to print.
- Click Configure if you want to change the paper size or orientation.
- Click Print once you are ready to print.
4.1. Is the Print button grayed out? This means the report is too long/complex to print. Try downloading to PDF or exporting to Excel.
You may not be able to print reports that have a lot of data (e.g., charts, tables, etc.). If the Print button is grayed out, try the Download to PDF functionality or Export Data to Excel fuctionality.
5. Use your computer's print process to choose a printer and other settings. Then click Print.
Depending on your web browser settings, computer settings, and printer settings, you may need to adjust settings such as Orientation to ensure the report prints the way you want.
1. To download the report as an Adobe PDF, click on the export icon at the top right.
2. Then select Generate PDF.
3. It may take a few minutes to generate the PDF.
4. You'll see a notification when your PDF is ready. Click Download.
Accidentally closed the notification message? Use the View Files You Recently Downloaded or Exported instructions to access the Export Files section.
5. Depending on your browser settings, you may see the PDF open in your browser or the PDF will be downloaded to your Downloads folder.
You are not able to export an entire report to Excel. You will have to export each section of a report individually.
1. When you hover your mouse over a section, a toolbar will appear. Click on the three dots (Menu Options) icon to see the options to export.
1.1. It can be difficult to tell which sections of a report have data and which are used for layout purposes. You may need to move your mouse around to locate the appropriate menu.
In the example above, clicking on the outlined box shows no menu options. It was necessary to click near the top right of the table itself to access the menu options that allow for exporting the table data.
2. Select either Export to CSV or Export to Excel.
Note that not all sections are capable of being exported. And some sections will only have the Excel CSV export option.
3. It may take a few minutes to generate your file.
4. You'll see a notification when your file is ready. Click on the export button.
5. Then select View exports.
6. Select Click to download to download the file to your computer.
Typically downloaded files are located in your Downloads folder.
7. You can now open the file in Microsoft Excel.
Some file downloads and exports must be retrieved from the Export Files section. These steps show you how to access the Export Files section.
1. To view your previously downloaded or exported files, click on the export icon at the top right.
2. Then select View exports.
3. Select Click to download to download the file.
Need More Help?
For technical assistance with TitanInsights, please contact the IT Help Desk at [email protected] or 657-278-7777.
For questions about getting access to TitanInsights or how to use the reports, please contact IT Training at [email protected] or 657-278-5647.
0 Comments
Add your comment