Export KPI Dashboards

Contents:

In KPI Dashboards, you can export the entire dashboard as PDF, or individual insights as XLSX or CSV files.

You cannot export individual Key Performance Indicators (KPIs).

Export an entire dashboard

Steps:

  1. Open a KPI dashboard that you want to export.
  2. Click the three dots icon in the top right corner.
  3. Click Export to PDF.
  4. Save the file.
    KPI Dashboards saves the file to your hard drive.

For details about the exported file, see the Export file types section.

Export individual insights

Steps:

  1. Open a KPI dashboard from which you want to export insights.
  2. Hover your mouse over the insight that you want to export.
  3. Click the Export insight data icon in the top right corner of the insight.
  4. Select the export file type.
  5. Save the file.
    KPI Dashboards saves the file to your hard drive.

For details about the exported file, see the Export file types section.

Export file types

PDF

Available only for a whole KPI Dashboard.

Export a KPI Dashboard to a PDF file if you do not need to process the data further and you want to show all insights and KPIs in single file.

The PDF file includes the dashboard name, date of the export, and page number.

XLSX

Export your data to an XLSX file if you want to analyze the formatted data in a spreadsheet. 

By default, insights that are grouped by attributes contain merged cells in the exported XLSX file. To export without merging, unselect Keep attribute cells merged in the Export to XLSX dialog.

If you have any filter enabled in the report, you can add the description of the filters to the exported XLSX file. To do so, select Include applied filters in the Export to XLSX dialog.

The following images show:

  • The difference between exported data with merged and unmerged cells in the Date (Date) column
  • Applied filters included in the XLSX file.

          

By default, the Keep attribute cells merged option in the export dialog is selected. To change the default status, set the cellMergedByDefault platform setting to false. For details, see Configure Various Features via Platform Settings.

You can add up to five rows of additional text when exporting data to an XLSX file. For details, see Configure Custom Headers for XLSX Report Exports.

CSV

If you want to process report data in more detail in another application, and do not need formatting, export the report as a CSV file.