How to Export a Dashboard

The information displayed in dashboards will change over time as the data changes in the data source, but there will be scenarios where you can benefit from sharing a snapshot of the data at that specific moment in time.

Export Formats

You can easily export dashboards by using the available Export options:

  • Export Image - export a screen capture of the entire dashboard or individual visualizations.

  • Export PowerPoint - export your dashboard as a PowerPoint presentation.

  • Export PDF - export your dashboard as a PDF document.

  • Export Excel - you can export the data used for your dashboards to Excel and choose if you want to also export the visualization to your spreadsheet.

How to Export a Dashboard: 

To do so, follow the steps below: 

  1. From any Dashboard, navigate to and select the Hamburger Menu. Screen Shot 2021-12-29 at 8.38.08 AM
  2. Select Export. Screen Shot 2021-12-29 at 8.38.54 AM
  3. Choose the format that you wish to export this dashboard in. Screen Shot 2021-12-29 at 8.39.26 AM

When you download a report as an image/PDF, just a heads up that it'll grab what you see on the screen, not the entire report. Keep that in mind for a seamless download experience! 😊📊