Dashboard Tables: Features Explained

These instructions can be applie to either table in the Dashboard.

See the Table of Contents below for everything the Table: CIT Corporation Summary table provides.

How to Filter Table

Step 1: Find and Action: Click the Item: CIT Corporation Summary Dropdown.

Dashbaord, CIT Corporation Summary Section

Step 2: Select a Item: CIT Corporation from the dropdown.

Dashboard, CIT Corporation Summary Dropdown Expanded

Action Complete: Table Expands

The table will expand to show the CIT Corporation details.

Dashboard, CIT Corporation Summary Table Expanded

How to Export Table

You can export the table as an Green Option: Excel file once the table is filtered by CIT Corporation.

To do so:

Step 1: Find and Action: Click the Action: Export to Excel button

Dashboard, CIT Corporation Summary Table Export Button Location

Action Complete: Export File Successfully Downloaded

The Green Option: Excel file will be downloaded to your default download location.