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Exporting a dashboard in Ideagen Insights in IWS
Summary:
Learn how to export your dashboard in various formats to share data with others. You can export dashboards as images, PDFs, or spreadsheets containing raw or visual data.
Steps:
Step 1: Open the dashboard and click the Export icon on the dashboard icon bar.
Example: Click the icon that looks like !Picture3.png to open the export menu.
Step 2: Choose your preferred export format from the drop-down menu:
- Screenshot (PNG): Downloads a PNG image of the dashboard to your browser.
- PDF: Opens the Export as PDF dialog.
- Optionally, add a header or footer.
- Toggle Add Username and Add Timestamp to include user and time details.
- Click Export to download the PDF.
- Data (XLSX):
- Select Raw Data or Visual Data to download an Excel file.
- Each visual appears on its own sheet.
Step 3: Review the downloaded file in your browser’s downloads folder.
⚠️ Special characters are not supported in visual or data source names. Rename them before exporting to avoid errors.
Tips:
- Use a supported browser for best performance.
- Remove or replace special characters in names before exporting.
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