Export report to a file

You can export a workbook’s dashboards and worksheets to Microsoft PowerPoint, Adobe Acrobat, or an image file.

  1. In the toolbar at the top of the report, click Export, and in the Export panel, click File. Alternatively, you can right-click anywhere on the worksheet and choose Export and File.
  2. In the Export modal, at Name, you can optionally modify the default report name.
  3. At Format, select the file format you want to export to. You can choose Powerpoint (pptx), Acrobat (pdf), Image (pdf), Data (csv), or Excel (xlsx). Note that export options available to you depend upon the worksheet or visualization type and the data. For instance, most visualizations don't provide Data or Excel export options.
  4. At Include, the export defaults to include all worksheets (i.e., Entire Dashboard) for Powerpoint and Acrobat formats. However, Image (pdf) export will export only the current worksheet.
  5. Optionally, turn on the Include Filters switch. You can also turn on the Include Title switch for Powerpoint or Acrobat formats only. Switches turn green when enabled.
  6. Use the Size drop-down (Powerpoint or Acrobat formats), to specify a preferred page size.
  7. For Powerpoint or Acrobat formats only, you can specify a page orientation. Choose Landscape or Portrait using the Orientation drop-down.
  8. Click Save.