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UAFR - Export Dashboard Data to Excel or CSV

Export Dashboard Data to Excel or CSV
  1. Sign in to My-UI-Financials.
  2. Select the appropriate filters, and select Get Records.
  3. (Optional) Select the View Details icon to view Accounts by CFOP, and then select it again to view the Transactions for Account.
  4. To export the data that's on the dashboard, select Excel or CSV.

For My-UI-Financials questions, email myuifinancials@uillinois.edu.


Keywords:
my-ui-financials My-UI myuifinancials 
Doc ID:
120439
Owned by:
Learning Systems Support in UI Training and Development Resources
Created:
2022-08-10
Updated:
2025-01-15
Sites:
University of Illinois Training and Development Resources
Clean URL:
https://answers.uillinois.edu/training/uafr-export-dashboard-data-to-excel-or-csv