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How to: Export readerboard data

One of our priorities at CMX is to help improve how readerboard data is utilized, however, we recognize that you may have your own process in place for delegating and following-up on prospects. As such, your data can be exported into Microsoft Excel, a Comma Separated Value (CSV) file, or as an Adobe PDF.

You may export events from any report screen in the Client Management Interface, but most likely your weekly readerboard reports will be where you export the majority of your events from.

To access your weekly readerboards, simply click on the My Reports tab at the top of the your browser window:

Your weekly readerboard report will be displayed on the screen for the first hotel in your compset. Scroll to the bottom of the report to where you see six actionable icons:

The second icon from the right is that of a Pointing Hand. This is the icon for exporting events. Note that to the left of every organization on your report, there is a checkbox. If you wish to export any event and its corresponding data, simply check this box. You may select as many events on one screen to export as you like. When you have checked the box next to each event you would like to export, click the export icon action button.

A window will popup showing you the following message: Please choose an export optionů You may select to export to one of the three following formats:
  • Microsoft Excel
  • Adobe PDF (printable document format)
  • Comma Separated Value File (CSV)

Once you select an export option, the file will be created and your browser will generate the File Download screen. You may select to open the file right away or save it to a location on your hard dive. Please note: it may take a few moments for the system to export the data, please be patient and do not click out of the windows that are open.

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