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Export a scorecard to Excel

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You can export a scorecard to an Excel spreadsheet (*.xls) file from a Portfolio View portlet on a dashboard and from the Portfolios > Portfolio Analysis page. When you choose to export a scorecard, you have the option to open the scorecard in Excel or save it to your computer.

To export a scorecard from a Portfolio View portlet, click Export Spreadsheet in the portlet, then choose to open or save the file (if prompted).

To export a scorecard on the Portfolio Analysis page, click Export spreadsheet above the scorecard you want to export, then choose to open or save the file (if prompted).

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