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Downloading and Sending Dashboards

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Explore lets you download and send your dashboards so that you can store or share the current data.

 

Downloading 

You can download a dashboard as a PDF file:

Explore_Dashboard_Download.png

 

 

  1. Select a dashboard.
  2. Click the gear icon in the upper right-hand corner of the page.
  3. Select Download as PDF.
  4. Customize the details as needed:

Explore_Download_as_PDF.png

  • Optionally, use the Filename box to change the name of the PDF file.
  • You can also expand the Advanced options menu to further customize your PDF:
    • Check the Single column format box if you want the PDF to show the dashboard tiles in a single vertical column. Leave the box unchecked if you want the PDF to show the tiles as they are arranged in the dashboard.
    • If you have a table and the tiles in the dashboard are not showing the entire table, you can use the option Expand tables.
    • You also have the option to specify the optimal size and orientation of your PDF by selecting from the Paper size drop-down menu. Large visualizations or groups of overlapping dashboard tiles may need to be resized so that they fit properly into a PDF page.
  1. Click Download.

 

Sending

You can send a dashboard by email, to your own address or someone else’s address.

Explore_Dashboard_Send.png

  1. Select a dashboard.
  2. Click the gear icon in the upper right-hand corner of the page.
  3. Select Send.
  4. Customize the details as needed:

Explore_Send_Dashboard.png

  • Name the file.
  • Add the recipients list. 
  • Pick the file format.
  • The filters you see here are inherited from the dashboard. Adjust filters according to your needs (any changes will not override what the filtering preferences configured in the dashboard).
  • You are also able to configure advanced options, depending on the format:
    • PDF or Visualization:
      • If you want to order vertically the layout of the several tiles of the dashboard, please tick Use single column layout.
      • If you selected PDF, you can adjust the page layout with the Paper size option.
    • CSV ZIP file:
      • If you are sending the dashboard as a CSV ZIP file, you can also tick Apply visualization options to apply some additional visualization options. Do not tick Formatted data values if you do not want the data to have special formatting (for example: rounding long numbers). The exact output when these additional options are selected will depend on the data and the dashboard.

 5. Press Send when you’re ready.

 

 

 

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