Export the details of a Loss Tree to Excel for further analysis or reporting.
Watch a video walkthrough (1:16): Export data from a Loss Tree
Steps
1. Log in to your LeanSuite account with your credentials.
2. Open the Loss Tree you want to export data from in Detail View. Need help? See Open an existing Loss Tree.
3. Use Section 1 (Filter criteria) in the Detail View to filter the results as needed. Need help? See About the Loss Tree detail view.
4. In the top-right corner, click the Excel icon.
5. The option expands to Export Loss Tree Detail. Click it.
Result
A Save As dialog box opens so you can download the Loss Tree details in Excel format.