Dashboard Instructions

To Save to PDF

  1. Select a segment using the filters on the right side (purple background). Please allow time for the dashboard to update.
  2. Click the PDF icon.
  3. You’ll be taken to a white background version of your segment.
  4. Click the PDF icon again. A pop-up will appear — click Download.
  5. After processing, a Save dialog will appear. Choose where to save the file.
  6. To print, open the saved PDF from your chosen location.
  7. To return to the purple background and choose a different segment, scroll up and click the back arrow.

To Download Segment for Use with Excel

  1. On the purple background version, click the Excel icon.
  2. Use the full-page scrollbar (not just the segment scrollbar) to scroll to the bottom.
  3. At the bottom right, click the icon with a down arrow and choose Crosstab.
  4. Select Excel as the format.
  5. Click Download, name your file, choose a location, and click Save.