Exporting reports
Reports can help you to make necessary decisions. For example, when you are viewing your file system or SharePoint resources, you can view reports to help determine ownership. Or when you are performing attestations, you can view current information on the item to which you are attesting.
To export a report
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In the menu bar, click 
Settings.
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On the My Settings page, click the Reports tab.
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On the Reports tab, click the report you want to export.
- In the details pane, click Show report.
This displays the report as a table in the view. There are filters for the columns in order to limit the display.
NOTE: Before you export a view, you can add more columns to it.
- Click View Settings > Export this view.
- In the Export this view dialog, set the following as required.
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All pages |
All pages of the view were exported. If this setting is not enabled, only the current page is exported. |
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Remove header row |
Headers are not included in the exported CSV file. This setting is only available for CSV format. |
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Perform one of the following tasks:
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To export a report as a PDF, enable the Export as PDF option.
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To export a report as a CSV file, enable the Export as CSV option.
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To export a report as a HTML file, enable the Show as web page option.
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Click Export.
The user interface layout
The Web Portal user interface is divided into several sections:
Top - header
The header with the company logo is at the top of the screen. You can use different functions and reach different sections from here.
Top – menu bar
The menu bar is displayed horizontally in the upper part of the screen and provides different menus and submenus. To reach the Home page, click 
Home.
On the top right-hand side of the screen, select (Settings) to access the My Settings view. This page contains other options that you can use to configure your email notification and report settings.
Work area
The work area changes depending on the menu you opened from the navigation.
Detailed information about this topic
Home
Open the home page with 
(Home).
Once you have logged in successfully, the home page appears. Displayed across the home page, there are tiles of different sizes that you can click on. The tiles allow you to access some frequently used menu items or important actions with one click.
Other tiles show statistics or heatmaps. You can also call up this information in full screen mode by clicking the relevant button.
Header
There are several buttons available to you in the Web Portal's header bar that make it easier and simpler to access functions and settings. The following table explains, which icons to select to reach the relevant functions and settings.
Table 17: Functions in the header
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 Search
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The search helps you to search for various objects. For example, you can quickly and simply search for identities, attestation cases, or request procedures. For more information, see Search and Running a search. |
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 Information
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Use these menu items to view:
and edit them.
TIP: The moment this icon goes orange ( ), you have tasks pending. |
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 My requests
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Use these menu items to view:
TIP: The moment this icon goes orange ( ), the products are in your shopping cart. |
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 Profile
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Use these menu items to:
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 Bookmarks
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Show and select your bookmarks here.
This icon is only shown if you have saved bookmarks in the Web Portal. |
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 Help
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This menu includes online help, contact to customer service, community links, information about your connection and the product.
Use Help to open the context-sensitive help. The help contains the entire contents of the Web Portal User Guide.
Connection opens a dialog with detailed information about your web application connection. The information is divided out on System users, Permissions groups, and Program functions. |
