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How to export or automatically deliver dashboards and reports

Click the Export button to see a list of available export options:

  • Schedule Export (cloned/custom dashboards only): Set up a schedule to automatically deliver the dashboard or report to your chosen email address(es).

  • Export data as CSV: Export the raw data from the grid widgets as a CSV file.

  • Export PDF: Export all the chart and grid widgets as a PDF document.

For more information, see the Dashboard Export Menu section in the User Guide.

Viewing a List of Exported Reports / Redownloading Exported Reports

You can see a list of already exported report and redownload them from the System > Report Export screen.

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