Export savings results from the Cost Management dashboard to Excel.
Watch a video walkthrough (1:11): Export results from the Cost Management Dashboard
Steps
1. Log in to your LeanSuite account with your credentials.
2. Open the Cost Management Dashboard by selecting the Cost Management icon on the home page.
3. Filter the results as needed using the filter criteria in Section 2. For example, use the Saving Type filter to export only one type of savings.
4. Go to Section 3, where the filtered results are displayed.
5. Select the tab you want to export: Hard Savings Projects or All Saving Projects.
6. In the far-right corner, click the Excel icon.
Result
A Save As dialog box appears so you can download the selected results.