For example, you can create an export button on the dashboard for an income statement module. This process is covered in the Chapter 2 – Video Tutorial
Choose the format in which you would like to save the export (XLSX, CSV, TXT or PDF). Be sure to check the “Save Export Definition’” option and change the name to something familiar. This will save the export action in Settings > Actions.
Go to Settings > Actions and create a process. This will take the form of a dashboard button. Select New Action > Process. Now name the process (like “Export Income Statement” as in the example below)
Now that your process has been created, find it in the Process list, click on the new process, and hit “edit”.
Add your new process button to the desired dashboard. Select your process, then click on View>Publish to Dashboard>Income Statement.
Once completed, your new dashboard will look like the dashboard below, with the Export button included. You can now click the “Export Income Statement” button to simply run the export from Anaplan into the selected format.