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Created by Dan Grassel
Created on Nov 4, 2025

Export option from View Filtered list Summary Dashboard

We noticed that the Summary Dashboard lets you view the data you filtered on the dashboard to somewhat of a report view but there is no option to export the filtered list.

This feels like a system limitation since we can view the filtered data but cant export or really do anything with the data. Having the option to export this list would be a necessary and massive improvement to the Summary Dashboard workflow.

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