How to Export Reports

Prerequisites.

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  
• Have editor permissions: Can adjust configurate settings and see approvals; they cannot delete data or invite portal users. 
• Have read-only user permissions: Can only see the submitted data below the 'Dashboard' Section - can not edit or modify data or users.

How to give user permissions:  How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/ 

How to log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Export Reports

Step 1.

Navigate to this panel and go to the menu on the left side of your screen, then select the “Report Data” option.

   

Step 2.

Once you click, the following view will be displayed with all the completed reports, as you can see in the image below. 

 

Step 3.

Once you click on the "Report Data" panel header, you'll find a series of boxes that you can use to filter to find the completed reports you want to export.

 

Each box allows you to filter by certain information specific to completed reports:   

• Device: to filter using device name. 
• Report UID: to filter using the report UID. 
• Report Name: to filter using report name. 
• Account: to filter using the account name. 
• Personnel: to filter using the name of the person who made the report.
• Scan Point: to filter using the scan point name.
• Tag: to filter with the tag assigned to the report.

If you want to know more information about quick filters, you can go to the following seccion: How to Create Quick Filters

 

Step 4.

To make a filter with a date range, you need to navigate to the bar with the calendar icon, then click on it. Two calendars will appear below, where we can select the date range.

To make the selection, we must click on the initial day and then on the final day to confirm that, if it has been done correctly, we will see a faint blue color among the selected days.

Note: It is important that, when selecting the dates, you do so from the calendar displayed and not manually.

Then we will navigate to the "Apply" button and click on it.

Step 5.

Then we can mark the report that we want to export by clicking on the checkbox found in the first column of the row of the report that we want to export.

Step 6.

After marking the report that we want to export, we must navigate to the upper right side, click on "Options", and then a list of options will be displayed. In this list, we can choose "Export to Excel" or "Export to PDF", after clicking on the option we want to export, the download will begin automatically.

Have more questions? We're always here to help at: [e-mail]