Administration (Financial Indicator)
  1. Help Center
  2. RAPID Analytics
  3. Administration (Financial Indicator)

Performance Data: Export Performance Data

You can export performance data records for indicators that you select.

To export performance data records, select Export Performance Data from the left hand menu. This action takes you to the Export Performance Data page, where you can view any performance data set up for existing indicators.

The display on this page includes:

  • Billing and Receivable and General Ledger - select which type of indicators you'd like to export,

•    Start Yr/Mth,

•    End Yr/Mth,

•    Goal (L),

•    Goal (U),

•    Benchmark 1,

•    Yellow Zone,

  • Perf., and

•    Transaction Type*.

  • - Displayed only for Billing and Receivable Indicators

You can select one or more performance data records to export by clicking on the checkbox next to the performance data record. To export all records, click the checkbox in the header row of the grid.

Note: Please note that at least one performance data record must be selected before you per- form an export. If no records are selected when you attempt an export, RAPID displays an information message stating that "Please select at least one record."

Once you have selected the performance data records, you would like to export, click the Export Data button at the bottom of the grid.

This action causes the selected records to be made available as a .CSV file. You can save the file to your computer or open the file for viewing.

Performance Data: Export Performance Data .CSV File