Export the Visualizer in Word Format using the Sales Dashboard

Overview

Once a visualizer has been created, you can get a report in Word format.

Step-by-Step Guide

1. Follow the steps to Add Dynamic Variables for Word Export.

   
   

2. Follow the steps to Create a Visualizer.

   

   
   

3. Click Actions and then click Export Word from the drop-down list.

   
   

4. A copy of the visualizer in the Word format gets downloaded