Exporting Dashboards

Community BI allows you to create Ad Hoc Views, Reports and Dashboards that can be shared with any users of the system.

If you want to share any of these items with authorised contacts who do not have access to the system, you need to export the items.

Items can be exported in a number of formats.

Instructions

Step 1. Open the Dashboard you wish to export, either by searching or by navigating the repository.

Step 2. Click the Export button at the top of the Ad Hoc View window

Export Button

Step 3. Select your required format from the list.

Export Options

 

Step 4. Your export will be created and saved in your downloads folder.

Tip: If you select PDF, depending on your selection and your browser settings, your exported file may be displayed automatically.

Step 5. Navigate to the file location and open the exported file.

The information displayed in the Dashboard in Community BI is displayed in the exported file.

Further Information

Refer to the Creating Dashboards article for further information on Dashboards.

Updated on April 19, 2018

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