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Exporting Dashboards

The information displayed in dashboards will change over time as the data changes in the data source, but there will be scenarios where you will benefit from sharing a snapshot of the data in that specific moment in time. For instance to highlight an unexpected value, that may provide some business insight and requires attention right away. Also the dashboard format which allows to pack a lot of information in a single view may not be the best format to provide a more detailed, and corporate branded, walk through and discussion around the information upon sharing. In order to access the export feature, you must navigate to the dashboard and then click the "Export" button in the top-right corner.

Export Options

You can also easily export your dashboards by using the available Export options:

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  • Export a Power Point Slide Deck. Save, Email or Open a Power Point file with your widgets. You can add a description for each widget if necessary.

  • Export to a Word document. A Microsoft Word document with a similar structure as the PDF export, but which enables collaboration with other teammates to keep developing the document with changes.

  • Export a CSV: A zip file with a collection of CSV (Comma Separated Values) files containing the information displayed in each widget in a raw format. Suitable for sharing only the data retrieved by ReportPlus from the data sources.

  • Export a PDF. Save, Email or Open a PDF file with your widgets. You can add a description for each widget if necessary.

  • Export a Screenshot. Email a screen capture of the dashboard.

  • Export File. Export the dashboard through email.

Export Settings

Export Settings are available for dashboards being exported as Power Point slide decks or PDF files. You can configure:

  • Author Names: Name that will be used in the generation of the report as author of the document. This entry is optional.

  • Company Name: Name of the company that will be used in the document if the Company Logo is empty. This entry is optional.

  • Company Color: The color that the brand is most identified with. It’s used to brand the generated document. You can select it by entering a named color or a RGB hexadecimal format.

  • Company Logo, which you can choose from a file from your device or within a URL.

  • Max Number of Columns: Whenever a widget with a grid visualization is exported, ReportPlus will generate a table. By default only the first 8 columns are displayed, to make sure the information is not crammed and remains readable. You can tailor this figure if you want more or less columns displayed for grid visualizations.

  • Max Number of Rows: This setting allows to customize the number of rows that are exported for widgets with grid visualizations up to a maximum of 200.

Export Scope

Dashboards with Dashboard Filters will display the export scope panel, which allows you to choose between the following two export types:

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  • Current Values: The export generation takes place as if no Dashboard Filters have been defined, and generates one page per widget with the current values, given the current filters selection.

  • Multiple Filter Values: ReportPlus will traverse the first data set defined in Dashboard Filters, and for each of the selected values it will generate a different page.

PDF Report Pages

This step in the export process is meant to allow you to select which widgets, or dashboard filter values, are going to be used in the export process.

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If the dashboard has dashboard filters defined and the export scope selection is multiple values, then for each dashboard filter value a row will be displayed in a list. Otherwise, the list contains one row for each widget. From this list, you can select which elements are to be included in the generated document by switching the Visible control contained in each row. No more than 50 elements can be included in the export.

Upon clicking on the Export option, you will be taken to the above page detail view, which allows you to change the title and add text notes to a page. You can also opt to export a grid as an image or as data. If annotations have been added to the grid, howeer, ReportPlus will automatically export it as an image.

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Annotating Images

When exporting, you can add annotations to your dashboards in case you want to include notes or highlight specific areas with different shapes. In order to access the annotation section, click Annotate image.

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In the Annotation menu, you will see a top toolbar with many options. One of them allows you to add shapes and free style annotations.

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The text option allows you to add text on top of the image. It provides options to customize the entered text, such as background colors, font weight, font size, and font color.

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Once you are done annotating the image, exit the view with the top right button. When prompted, click Save to commit your changes.

Exporting the Report

You can save, email or open the report by clicking the corresponding option in the Export dialog.

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