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Export the Dashboard and Its Items

  • 3 minutes to read

This document illustrates how to export a dashboard or individual dashboard items to one of the supported formats and customize format-specific export options.

Export the Dashboard

Click the Export To button in the dashboard title area to export a dashboard to a required format.

rs-dashboard-export-to-button

The following actions are available:

  • Export to PDF - Invokes a dialog that allows you to export a dashboard to a PDF file with the following options:

    rs-dashboard-export-to-pdf-dialog

    • File Name - Specifies the exported PDF file’s name.
    • Page Layout - Specifies the page orientation used when exporting a dashboard. You can select between Portrait, Landscape, and Auto. In the Auto mode, the page orientation is automatically selected depending on the dashboard’s horizontal and vertical sizes.
    • Size - Specifies the standard paper size (for instance, Letter or A4).
    • Show Title - Specifies whether to apply the dashboard title to the exported document title.
    • Title - Specifies the exported document’s title.
    • Scale Mode - Specifies the scaling mode when exporting a dashboard. This option is in effect when Page Layout is set to a different value than Auto.
    • Include | Filters - Allows you to add master filter values to the exported document.
    • Include | Parameters - Allows you to add parameter values to the exported document.
    • Position - Specifies the master filter and parameter values’ position in the exported document. You can select from Below and Separate Page.

  • Export to Image - Invokes the corresponding dialog that allows you to export a dashboard to an image in a specific format. The following options are available:

    rs-dashboard-export-to-image-dialog

    • File Name - Specifies the exported Image file’s name.
    • Show Title - Specifies whether to apply the dashboard title to the exported document title.
    • Title - Specifies the exported document’s title.
    • Image Format - Specifies the image format in which the dashboard is exported. The following formats are available: PNG, JPEG, and GIF.
    • Resolution (dpi) - Specifies the resolution (in dpi) used to export a dashboard.
    • Include | Filters - Allows you to add master filter values to the exported document.
    • Include | Parameters - Allows you to add parameter values to the exported document.

  • Export to Excel - Invokes the dialog that allows you to export dashboard’s data to the Excel file. The following options are available:

    rs-dashboard-export-to-excel-dialog

    • File Name - Specifies the exported Image file’s name.
    • Excel Format - Specifies the Excel workbook format in which the dashboard’s data is exported. You can select between XLSX and XLS.
    • Include | Filters - Allows you to include master filter values to the exported document.
    • Include | Parameters - Allows you to include parameter values to the exported document.
    • Position - Specifies the master filter and parameter values’ position in the exported document. You can select from Below and Separate Sheet.

Specify the required options in the dialog and click the Export button to export the dashboard. Click the Reset button to reset the changes to the default values.

Export Dashboard Items

You can export an individual dashboard item by clicking the Export To button in the item caption and selecting the required action.

rs-dashboard-item-export-to

The following Export To options invoke the corresponding dialog allowing you to specify the format-specific export options:

  • Export to PDF - PDF-specific options and export an item to a PDF file.
  • Export to Image - Image-specific options and export an item to an image in the selected format .
  • Export to Excel - Export a dashboard item’s data to the Excel workbook or CSV file with the specified options.