Exporting Insights Dashboards

You can export or print Insights Dashboards as needed to capture the data at any given point in time. You can use the Export as PDF option to export the data across all tabs on an Insights Dashboard into a single PDF. Alternatively, a Print button is available on each tab within both seeded and custom dashboards to allow you to print the data visible on the tab that you are currently on.

To export an Insights Dashboard

You can use the following procedure to export all tabs of an Insights Dashboard into a single PDF.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard you want to export.
    The dashboard appears.

  3. Click the Context Menu icon and select Export as PDF from the menu that appears. Your request will begin processing and a notification will appear when your export is ready for download.

To print an Insights Dashboard tab

You can use the following procedure to print a single tab of an Insights Dashboard.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard you want to print.
    The dashboard appears.

  3. Click the Print button on the dashboard tab you want to print, and configure your printer settings, as necessary.
    Note:

    Only a single tab can be printed at a time. In addition, for Table visuals, only the portion of the table that is visible on screen will be printed.

  4. Select additional tabs and repeat step 3, as needed.