Reports Dashboards: Exporting a Dashboard or Insight


This article covers:

  1. Exporting a Dashboard to PDF
  2. Exporting an Insight to XLSX or CSV


Exporting a Dashboard to PDF


To export a dashboard:

  1. Open the dashboard and click on the three dots [...] on the top right corner.
  2. Click Export to PDF. The PDF file will be added to your downloads.

Any Dashboard filters you have applied will be reflected in the PDF export.

NOTE: Dashboards can only be exported as PDFs.


Exporting an Insight to XLSX or CSV


To Export an Insight to XLSX or CSV:

  1. Open the Dashboard that contains the Insight you want to export.
  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 (CSV or XLSX).
  5. Save the file.

You cannot export individual Key Performance Indicators (KPIs).

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