Exporting dashboards

Export a dashboard or a report on a dashboard to a supported file format to share data with external stakeholders, outside of the Reports app.

How it works

You can export a dashboard to only the .pdf file format.

You can export a report on a dashboard to one of the following supported file formats:

• .csv
• .pdf
• .txt
• .xlsx

Permissions

All Reports users that have access to the dashboard can export a dashboard or any report on a dashboard.

Export a dashboard

1. Open the Reports app.

   The Browse page opens.

2. Open a dashboard that is active (published).

   Tip

   Use Search Content filter to easily find the item you are looking for.

3. Click the down arrow next to the dashboard tab name > Export and click PDF.

   The Export Dashboard dialog box appears.

4. Make any setting changes if required and click Export.
5. Follow the on-screen instructions to download the file to your computer.

   Result The dashboard is exported.

Export a report on a dashboard

1. Open the Reports app.

   The Browse page opens.

2. Open an existing dashboard.
3. Hover your mouse over the appropriate report in the dashboard, and click in the upper-right corner.
4. Click Export and select the option of your choice.

   If you select csv, pdf, or xlsx option, the Export Report dialog box opens. Make any setting changes if required and click Export.

5. Follow the on-screen instructions to download the file to your computer.

   Result The report is exported to the specified file format.