Search results

Allow dashboard exporting options

Dashboard allows you to enable or disable the specific dashboard exporting options in dashboard properties section. By default, all exporting options are enabled.

To disable export option, go to the Properties tab and disable the specific export options under the Allow Exporting section.

Widget image

The selected export options can be seen when previewing or viewing the dashboard.

Widget image

NOTE: Exporting options have been provided in the dashboard properties section for Bold BI version 4.2.68 or later.

Exporting dashboard to Image

Export the current view of the dashboard in the form of image by clicking the Export to Image in the drop-down menu at right corner of the title section.

Export to image

By clicking the Export to Image, the pop-up will be shown as follows.

Image popup

Set the File Name field with preferred value to replace the default one.

Image rename

The default and minimum value for Resolution is 96 dpi (dots per inch). Maximum value allowed to set is 1790 dpi.

Image format

You can choose the image Format as JPEG (.jpg), PNG (.png), or BMP (*.bmp).

Image export

Click Export to display the current view of the dashboard in the chosen image format with applied settings.

Image reset

Click Reset to restore the default values in the pop-up.

NOTE: In Windows, Safari browser does not support Export to Image functionality. Since Mac OS or iOS have Safari browser version 6+, they support this functionality.

Exporting dashboard to PDF

You can obtain the data showcased in the dashboard by exporting it as PDF format. This can be achieved by clicking the Export to PDF in the drop-down menu at right corner of the title section.

Export to PDF

By clicking the Export to PDF, the pop-up will be shown as follows.

Export PDF popup

Set the File Name field with preferred value to replace the default one.

Export PDF File Name

When the include filter information is switched on, the dashboard exported PDF file will contain the applied filter information.

Export PDF Filter Information

Export all widgets on a single page as a PDF

The Dashboard option is selected by default. All the widgets in the dashboard will be exported as a one-page PDF file.

Export PDF in Dashboard option

Export all widgets on a separate page as a PDF

By choosing the Widgets option, the user can export all the widgets present in the dashboard on an individual page as a PDF.

Export PDF in Widget Option

The exported PDF file will look like the one below.

Exported PDF file

NOTE: If the dashboard has Grid and Card (with series) type widgets. It will export all the records in those widgets.

Series type Widget PDF file

Export the user selected widgets as PDFs

By choosing the widget option, the Dropdown will be displayed on the right side of the popup.

Dropdown Option

By click the dropdown, all widgets in the dashboard will be displayed[excluding Filter Widgets]. Users can choose the widgets required and click on Export to Export selected widgets in a PDF.

Widget list dropdown

Exported PDF will be downloaded with each widget on an individual Page.

Set the preferred Page Size of the PDF File.

Export PDF Page Size

Choose the Orientation of the page as either Portrait or Landscape mode.

Export PDF Orientation

By clicking the Export, the data in the dashboard will get displayed in the PDF file format.

Export PDF Export

By clicking the Reset, the default values get restored in the pop-up.

Export PDF Reset

Exporting dashboard to Excel

You can obtain the aggregated data showcased in the dashboard by exporting it as Excel format. This can be achieved by clicking the Export to Excel in the drop-down menu at right corner of the title section.

Export to excel

By clicking the Export to Excel, the pop-up will be shown as follows.

Excel popup

Set the File Name field with preferred value to replace the default one.

Choose the Format as either Excel Workbook (.xlsx) or Excel 97-2003 Workbook (.xls).

Excel export

Click Export to display the data in the dashboard in chosen Excel format.

Excel reset

Click Reset to restore the default values in the pop-up.

Updating dashboard

You can update the dashboard manually by clicking the Update Dashboard at right corner of the title section.

Update dashboard in viewer

This updates the dashboard with the browser cached data view, which will remain for 10 minutes. After updated the dashboard, the updated data will be fetched from the data server and stored in the cache.