You can export dashboards and reports in multiple formats—PDF for polished presentations, Excel for detailed analysis, CSV for system integrations, and PNG for individual visuals
Available Export Formats
The platform offers multiple export options depending on your needs:
PDF - Best for presentations and sharing
- Preserves charts and visualizations
- Professional formatting
- Great for board meetings or stakeholder reports
Excel - Best for data analysis
- Raw data in spreadsheet format
- Can manipulate data after export
- Perfect for custom calculations
CSV - Best for integrations
- Simple data format
- Easy to import into other systems
- Ideal for database imports
PNG - Best for single visuals
- Export individual charts
- Use in presentations or documents
- High-quality images
How to Export
Exporting a dashboard with all reports:
- Open the dashboard you want to export
- Click the "Export" button in the header
- Choose your format (PDF recommended for full dashboards)
- Select any options (date range, specific sections)
- Click "Generate Export"
- Download the file when ready
Exporting a single report:
- Click the export icon on the report in the top right corner
- Choose your format
- Download immediately
Export Tips
Apply filters first: Make sure your filters are set correctly before exporting—the export captures exactly what you see on screen.
Large exports take time: If you're exporting a big dashboard or a long date range, it might take a few minutes. The system will notify you when it's ready.
Check your data: Before sharing an export with stakeholders, review it to ensure it shows the data you intended.
Format matters: Use PDF for polished reports, Excel for data that needs further analysis, and PNG for individual charts in presentations.