Dashboards can be exported as Chained Reports, each tile appearing on a separate page in the output file. Dashboards can be exported to any of the available export types (Excel, PDF, RTF, CSV) and can be e-mailed or scheduled.
Each Dashboard tile will display in a separate worksheet tab in Excel exports.
Exported Dashboards consist of only report and visualization tiles. Filter tiles are excluded from the Chained Report output but the default filter values apply to their affected tiles.
The default values of the filters are reflected in the exported Dashboard even if the filter tiles have been adjusted before exporting.
Export options for Dashboards are found in both the Report Tree and the Dashboard Designer.
If at least one report tile on the Dashboard has no export types selected, exporting of the Dashboard will be disabled.
From the Report Tree
Export a Dashboard from the Report Tree by right-clicking the Dashboard name or by first selecting the report in the tree, then clicking the Menu icon, hovering over Export As and then choose the preferred export type from the list.
From the Dashboard Designer
Export a Dashboard from the Dashboard Designer by clicking the Export icon in the top toolbar and selecting an export type. See the Dashboard Designer article for more information.
If some export types shown here are not available, they may be restricted by the system administrator, or one or more of the component reports may restrict them in their respective General Report Options.
Scheduling or E-Mailing Dashboards
Depending on system configuration Dashboards may also be scheduled or e-mailed.
- Scheduled Dashboards are stored as chained reports with the same name as the Dashboard. For example, a Dashboard titled Revenue by Date Dashboard will display as the same in the Schedule Manager window.
- Email a Dashboard from the Report Tree by right-clicking the Dashboard name or by first selecting the report in the tree, then clicking the Menu icon, hover over Email Report, enter the destination e-mail address and select a file format. Clicking on the file format will send the e-mail.