Exporting Dashboard Data from Financial Analytics

Version 20.17
This is a contracted feature available to OP Cloud Practices. Contact your Client Account Manager for more information.


You can easily share your Practice's financial insights by exporting the data from the Financial Analytics' Dashboards. Export is available as PDF, Image, and Excel. To activate the Export To button, simply hover over the upper right-hand corner of the Dashboard you want to export to. 

Export Dashboard Data

  1. Navigate to the Dashboard you want to export and activate the Export To button.
  2. Select the Export Method from the Export To options. The Export To window, specific to the option you selected, is displayed.

    Note: The Export To window is displayed in the center of the window, so depending on how many Dashboards are displayed, you may have to scroll up or down to locate and complete the Export To window details.

Export to PDF

All Dashboards

Export to Image 
Not applicable to Worklists
Export to Excel (CSV)

All Dashboards

  1. Complete the fields in the window.
  2. Click the Export button.