Export the Loss Trees shown on the Loss Trees dashboard to Excel.
Watch a video walkthrough (1:11): Export data from the Loss Trees Dashboard
Steps
1. Log in to your LeanSuite account with your credentials.
2. Go to the Loss Trees Dashboard from the Cost Management parent menu. Need help? See About Cost Management navigation.
3. Use the search box or the filter criteria to find the Loss Trees you want.
4. Click the Excel icon next to the Add New button in the top-right corner of the window.
Result
A Save As window opens so you can download the results in Excel format.