Export Dashboards and Insights

Export Dashboards and Insights

In dashboards, you can export the entire dashboard as PDF, or individual insights as XLSX or CSV files.
You cannot export individual Key Performance Indicators (KPIs).

Export an entire dashboard as PDF

  1. Select the dashboard that you want to export.
  2. Click the three dots icon in the top right corner.
  3. Click Export to PDF.
  4. A PDF with the Dashboard Name will be saved to your hard drive.

Export individual insights as XLSX or CSV

  1. Select the dashboard from which you want to export insights.
  2. Hover your mouse over the insight that you want to export.
  3. Click the three dots in the top right corner of the insight.
  4. Select the export file type.

Export to XLSX

Export your data to an XLSX file if you want to analyze the formatted data in a spreadsheet. 

By default, insights that are grouped by attributes contain merged cells in the exported XLSX file. To export without merging, unselect Keep attribute cells merged in the Export to XLSX dialog.

If you have any filter enabled in the insight, you can add the description of the filters to the exported XLSX file. To do so, select Include applied filters in the Export to XLSX dialog.


Export to CSV

If you want to process report data in more detail in another application, and do not need formatting, export the report as a CSV file.


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