Data export

You can test the data export features of the Tealeaf system by completing the following steps.

Export a chart.
1. From the Portal menu, select Analyze > Report Builder.
2. Select an event, reporting period, and server options so that you can see data display on-screen.
3. Use the buttons in the upper-right corner to test export to Microsoft™ Excel and PDF.
4. Verify the data in the exported chart against the displayed version.
Export a scorecard.
1. From the Portal menu, select Analyze > Scorecards.
2. Select a scorecard and reporting period that contains data.
3. Use the buttons in the upper-right corner to test export to Microsoft Excel and PDF.
4. Verify the data in the exported scorecard against the displayed version.
Export a dashboard.
1. From the Portal menu, select a dashboard from the Dashboards menu.
2. Verify that the dashboard contains meaningful data.
3. In the upper-right corner, click Options.
4. Email the dashboard to yourself.
5. A PDF version of the dashboard is attached to the email. Verify the data in the exported dashboard against the displayed version.

Testing the initial configuration