Article Content

Overview

Downloading an Entire Dashboard

Downloading a Chart from a Dashboard

Scheduling a Dashboard Download

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Overview

Users can download an entire Dashboard or a specific Chart from a Dashboard, to aid in creating presentations or board packs.

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Downloading an Entire Dashboard

1. From the Dashboard screen, click the Hamburger icon.

Hamburger Icon

2. From the Options menu click the Download Icon.

Download Icon

3. From the Download menu select the file type.
   • CVS
   • PDF
   • Excel

Download Menu

4. From the Export pop-up, enter a new file name in the File Name field in you want to change the file name from the default file name.

File Name Field

5. Select whether or not to include a data and time stamp on the Dashboard by selecting one of the following options under the For Uniqueness Concatenate field.
   • Date and Time
   • None

For Uniqueness Concatenate Field

6. Click the Export Now button to export the Dashboard.

Export Now Button

Downloading a Chart from a Dashboard

1. From the Dashboard screen, click the Hamburger icon next to the title of the Chart you want to download.

Hamburger Icon

2. Hover the cursor over the Download link.

Download Link

3. Select a file type from the Download pop-up menu.
   • JPEG
   • PDF
   • Excel
   • CSV: The CSV file includes data across all Business Units.
   • CSV-Summary: The Summary CSV file includes only the data currently displayed on the selected Chart.

Download Pop-up Menu

4. From the Export pop-up, enter a new file name in the File Name field in you want to change the file name from the default file name.

File Name Field

5. Select whether or not to include a data and time stamp on the Dashboard by selecting one of the following options under the For Uniqueness Concatenate field.
   • Date and Time
   • None

For Uniqueness Concatenate Field

6. Click the Export Now button to export the Dashboard.

Export Now Button

Scheduling a Dashboard Download

User can schedule to download a Chart on the Dashboard or the entire Dashboard. To schedule to download a specific Chart click the Hamburger icon next to the Charts title. To schedule to download the entire Dashboard click the Hamburger icon at the bottom of the screen. 

1. From the Dashboard screen, click the Hamburger icon at the bottom of the screen.

Hamburger Icon

2. From the Options menu click the Download Icon.

Download Icon

2. rom the Download menu select the file type.
   • CVS
   • PDF
   • Excel

Download Menu

3. From the Export pop-up, click the Schedule link.

Schedule Link

4. Under the Scheduling section, click the Calendar icon.

Calendar Icon

5. From the Calendar pop-up, select the date the Dashboard will download.

Calendar Pop-up

6. Click the Time Icon.

Time Icon

7. From the Time pop-up, select the time the Dashboard will download.

Time Pop-up

8. From the Occurrence field, select whether or not the download schedule repeats.

Occurrence Field

9. If you select Repeat from the Occurrence field the following fields will appear:
   • Repeat Every: Select the number of times the download will repeat and at what frequence it will repeat (e.g., Hour, Day, Week, Month, Year).

Repeat Every Field

• • Ends: Select when the download schedule will end.
    • Never: The download schedule will keep running with no end date.
    • On: Select and End Date and Time from the Calendar and Time pop-ups.
    • After: Select the number of occurrences that need to happen before the download schedule ends.

Ends Fields

10. Select the Schedule button to start the download schedule.

Schedule Button