![]() NOTE: If you download to Excel from a "Learn from a Peer" dashboard, the default name for each file is the same. The computer you are working on must have the Excel 2016 or later installed in order for this download feature to work. In that case, use the following method instead to perform the download. IMPORTANT: This will NOT pull any records not currently visible, such as if the screen has a list where you must use PageDown to see the remaining records. ![]() To pull the data and graphs that are currently displayed on the CU*BASE screen into an Excel worksheet, click the Excel button, like this: Method 2: Downloading Displayed Data to Microsoft Excel This method allows you to create full-color PDFs of the data that appears on the screen. Method 1: Export Your Data to View in a PDF Specifically, with the multiple-credit union Learn from a Peer screen, you will need to rename your exported file to avoid overwriting your second download. ![]() NOTE: If you download via PDF or Excel and then perform a second download from the same screen, the second download will overwrite the first (since they will have the same name. On some CU*BASE screens you will see buttons in the upper-right area of the screen (below the date and time) that allow you to download all of the data displayed on that screen onto your PC for further manipulation. Downloads from CU*BASE Screens Downloads from CU*BASE Screens
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