How to Export a Dashboard and Its Elements

This topic contains information on how to export a dashboard, as well as how to export its elements separately.

1.    Access the Data Analytics module.

2.    Select the Dashboard Gallery option and then click View () next to the dashboard you want to export.

3.    In the upper-right corner of the page, click Export To () to export the dashboard or one of its elements (see figure below).

4.    In the list that appears, select the Export to PDF option to export the dashboard or an element to a PDF file or Export to Image to export it as an image. Dashboard elements can also be exported to Excel spreadsheets through the Export to Excel option.

If you selected the option to export the dashboard to PDF format, the system opens a window where you can specify the file details (see figure below).

5.    In the File Name field, enter a name for the file. By default, the system suggests the title of the dashboard or element as the file name.

6.    In the Page Layout field, select the layout orientation.

7.    In the Size field, select the paper size for the file.

8.    Mark the Show Title checkbox to display the dashboard or element title.  

9.    In the Title field, enter the title of the dashboard or element.

10. In the Filter State field, select the display option for the filters applied to the dashboard or element. 

11. Click Reset to restore the default properties of the file.

12. Click Export to confirm. If you want to quit the operation, click Cancel.

If you selected the option to export as an image, the system opens a window where you can specify the file settings (see figure below).

13. In the File Name field, enter a name for the image. By default, the system suggests the title of the dashboard or element as the image name.

14. Mark the Show Title checkbox to display the dashboard or element title.  

15. In the Title field, enter the title that will be displayed.

16. In the Filter State field, select the display option for the filters applied to the dashboard or element. 

17. In the Image Format field, select the format in which the image will be displayed.

18. In the Resolution (dpi) field, set the resolution of the image, in dots per inch.

19. Click Reset to restore the default properties of the file.

20. Click Export to confirm. If you want to quit the operation, click Cancel.

If you selected the option to export an element to an Excel spreadsheet, the system opens a window where you can specify the file settings (see figure below). This option is only available for dashboard elements.

21. In the File Name field, enter a name for the file. By default, the system suggests the title of the element as the file name.

22. In the Excel Format field, select the format of the spreadsheet.

23. In the Separator field, enter the delimiting character that separates the values in the worksheet. This field is enabled only when the CSV format is chosen in the previous field.

24. Click Reset to restore the default properties of the spreadsheet.

25. Click Export to confirm. If you want to quit the operation, click Cancel.

The dashboard or element is exported in the chosen format and settings.