Exporting a Quick Dashboard

Exporting a Visual Insight quick dashboard allows you view and interact with the results outside of XBRi. For example, you can view the quick dashboard results in a PDF file within Adobe Reader or create an interactive Flash dashboard for off-line use.

You can export a quick dashboard to the following formats:

PDF file: Export the quick dashboard to a PDF file in a reader, such as Adobe Reader. You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle.

Flash file: Export the quick dashboard to a stand-alone Flash file.

Image: Export the visible portion of the quick dashboard as an image, including panels, visualizations, and the contents of the Page-by area. The toolbar and menu are not saved along with the rest of the quick dashboard.

Prerequisites

This procedure assumes the quick dashboard you want to export has already been created.
You must have the Edit Dashboard and Run Dashboard privileges.
You must have the necessary privileges to export to the file format you choose.

To export a quick dashboard

Click the name of the quick dashboard to execute it, then do one of the following:

To save the quick dashboard as a PDF file, from the PDF drop-down list at the top of the quick dashboard, select PDF. The quick dashboard is exported and displayed in a browser window.
To save the quick dashboard as a Flash file, from the PDF drop-down list at the top of the quick dashboard, select Flash, then perform the following steps:
1. A message is displayed informing you that you need to save a copy of the Flash file before opening it. Click OK.
2. Click Save. The Save As dialog box opens.
3. Type a name for the Flash file in the File name field, then click OK. Your file is saved.
To save the quick dashboard as an image, from the Tools menu, select Export as Image. The Select Location for Download dialog box opens. Navigate to the location in which you want to save the image, then specify a name for the image in the File Name field. Click OK. The image is saved.