Exporting a Dashboard in Business Insights

Exporting your Business Insights dashboard or a specific widget can be useful for sharing insights, creating reports, or conducting offline analysis.

Steps to Export a Dashboard or Widget

1. Initiate Export:

   • Click the download icon button on your dashboard. This button is typically represented by an arrow pointing downwards, often found near the top of the dashboard.

2. Choose Export Preferences:

   • Once the "Export Dashboard" window pops up, decide on the format and type of export:
     • Export Format: Select your preferred format. Options typically include PNG, JPEG, PDF, or CSV.
     • Export Type: Choose whether to export the Entire Dashboard or Individual Widgets.
     • Export Mode: Decide between an immediate Download Now or a Scheduled Email. If you select Scheduled Email, additional fields will appear for you to specify the schedule details.

3. Execute Export:

   • Click the "Start" button to begin exporting your selections. If you change your mind or need to adjust your selections, click the "Cancel" button to close the export window.

Tips for Successful Dashboard Export

• Select Appropriate Format: Choose the export format based on your needs. PNG, JPEG, or PDF are suitable for visual representations, while CSV is ideal for data analysis.
• Specify Correct Type: Be clear on whether you need the entire dashboard or just specific widgets to ensure the exported data is relevant.
• Schedule Wisely: If you choose to schedule the export, ensure the timing aligns with your reporting or analysis schedule.