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Downloading and Sending Dashboards

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Talkdesk Explore™ allows you to download and send your dashboards, so that you can store or share the data. You can download a dashboard with several file formats.

 

Download

To download a dashboard, please follow these steps:

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1. Select a dashboard. 

2. Click on the Dashboard actions icon [1] in the upper right-hand corner of the page.

3. Select Download [2].

 

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4. You will have two options to download the dashboard: CSV or PDF.

 

Download as PDF

To download a dashboard as a PDF, please follow these steps:

 

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  1. Select the PDF Format [1].
  2. Click Download [2] and customize the details:
  • Paper Size.
  • Expand tables to show all rows.
  • Arrange dashboard tiles in a single column.

 

Option

Description

Paper size

Allows you to define paper size from a standardized set to optimize the dashboard's printed layout. 

Expand tables

When enabled. The PDF will show all data in a table if your dashboard contains tables.

When disabled. The PDF will truncate table data.

Single column format

When enabled. The PDF will show the dashboard tiles in a vertical column. 

When disabled. The PDF will show the tiles as they are arranged in the dashboard

 

 

Download as CSV

To download a dashboard as a CSV, please follow these steps:

 

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1. Choose the CSV Format [1].

2. Select Download [2] and the files will be inside a compressed folder.

 

Depending on the dashboard, the compressed folder can include a separate CSV file for each dashboard tile. Each CSV file includes the formatted data used to create the tile in the dashboard.

If you’re downloading a tabular dashboard like the Calls dashboards, you’ll receive up to 500 rows of information.

 

Sending 

You can send a dashboard by email, to your own address or someone else’s address. To do so, please follow these steps:

 

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  1. Click on settings [1], and choose Schedule delivery [2].
  2. After clicking on Schedule delivery, select Settings.

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3.  Go to “Recurrence” [3].

 

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4. Select Send now [4].

 

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5. Set up the Destination [5]. Write the e-mail to whom you want to send the dashboard [6]

6. Choose the Format [7].

a. In the Setting tab, choose the Format.

 

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If you choose the PDF format, you can select the Advanced options tab.

 

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  • If you want to order vertically the layout of the several tiles of the dashboard, please tick “Arrange dashboard tiles in a single column”.
  • You can adjust the page layout with the “Paper size” option.

If you choose CSV format, you are able to select the Advanced options tab.

 

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  • You can tick “With visualizations options applied” to add some additional visualization options.
  • Do not tick “Values: Formatted” 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, depends on the data, and the dashboard.

If you choose PNG format, you can select the Advanced options tab.

 

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  • If you want to order vertically the layout of the several tiles of the dashboard, please tick “Arrange dashboard tiles in a single column”.

 

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7. Select Filters [8].

Note: The filters are inherited from the dashboard. Adjust filters according to your needs (any changes will not override the configured filtering preferences in the dashboard).

 

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8. Press Send now [9] when you’re ready.

 

Notes:

  • You are also able to configure advanced options, depending on the format:
    • CSV ZIP file:
      • In the example of tabular dashboards like the Calls dashboard, it will only return up to 500 rows of information. If you need to download a larger amount of data, a more complete export can be made from the Calls Report.
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