Exporting a Dashboard

Exporting a Dashboard

Exporting a dashboard helps you to store/save the dashboard on the system. You can then share or view the dashboard in PDF and PPT format. When you export a dashboard, all the pages present in the dashboard are exported.

To export a dashboard, follow the steps given below.

  1. Open the Workspace that includes your dashboard. Refer to Changing Workspace.
  2. On the home page, click Dashboards.
    Recent Dashboards for the selected workspace are displayed.

  3. Hover over the dashboard and click View.
    The dashboard is displayed in view mode.

     Note: 

    • Exporting a dashboard is not limited to View Mode only. You can Export a dashboard from View mode as well as Edit Mode.
  4. On the function pane, in the top-right corner, click the ellipsis ().
  5. From the drop-down list, click Export in PDF or Export in PPT.


The dashboard is downloaded as a PDF or a PPT file, and a confirmation message is displayed.


Notes:

  • Some browsers will ask you to select the location where you want to save your dashboard. Select the destination folder, and then click Save.
  • The PDF contains the same number of pages as the exported dashboard.
  • The PPT contains the same number of slides as the exported dashboard.
  • Once a user clicks Export, the status changes to Exporting. The user CAN NOT click or change the icon until the dashboard is exported. After the download is complete, the icon returns to Export status automatically.
  • When exporting a dashboard with Data Level Security, the data shown will be as per the access granted to the dashboard.

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