Export competency and statistics data from Skill Matrix Reports to Excel.
Watch a video walkthrough (1:39)
Open Reports
1. Log in to your LeanSuite account with your credentials.
2. Go to Reports in the Skill Matrix parent menu. For help, see About Skill Matrix reports.
Export options
In the top-right corner of the window, there are two Excel icons.
First option: User Competencies Report
Exports a file with the competency levels (Original, Current and Required) of all employees in the facility.
Second option: Export
Exports the details of the search results shown in the selected Reports section.
Note: Reports has two sub-sections, Competency and Statistics. Both export options are available in each sub-section, but the second option exports the data of the sub-section that is currently selected.
Export the data
3. Select the sub-section you want to export from.
4. Click the first Excel icon to export all users' competency data, or the second Excel icon to export the data of the selected sub-section.
Result
A Save As dialog box opens so you can download the export.