Exporting Business Performance Reports

You can export business performance reports to the .xls format.

Required access role: Author

Note: You need the 3D Merchandiser business role to export business performance reports.

  1. In the Merchandising menu, click Generate.
    The Documents panel appears. The Documents panel has the Reports section.
  2. In the Reports section, select one of the following options:
    • Export Sample: To export the report to the XLS format.
    • Export Sample with template: To use an XLS template file to export the report.
    The option is highlighted.
    Notes:
    • You can also select multiple options.
    • The Export Sample and the Export Sample with template are the default option names.

      Your Business Administrator can configure the exports.

  3. Click Generate.
    The XLS file is generated. You can access the document from the gondolas page and select the Reports tab.