Dashboards Report Export Formats

Right Required: Author Insights

Export reports from Dashboards in a variety of formats. The following details are included on an export:

  • Collection Name
  • Dashboard Name
  • Applied Filters
  • Export Timestamp
  • Page Numbers
  • Report Name (Visualizer reports only)
Notes:
  • Visualizer charts exported to Excel have visual differences. For example, Visualizer reports exported to Excel do not support break-by sub-summaries.
  • If a Visualizer report format in dashboards is changed using column selectors, the new styles are not exported. Only the original report style is exported.
  • Visualizer reports exported to Excel are limited to 50,000 rows and 15 columns.
  • dashboards cannot be exported if they contain one or more dashlets that have disabled the export as option.
  • PowerPoint has limited availability to export as Visualizer Chart, Table, and Crosstab.

Export Format

 Designer Chart Designer Table Visualizer Chart Visualizer Table Visualizer Crosstab
PDF
Data to Excel      
Email Export      
Image to Excel
Excel Pivot Table
Comma-separated-values (CSV)
PowerPoint (PPT)      

 

Special Cases for Visualizer Table Exports and Excel

When exporting Visualizer reports to Excel, there may be discrepancies between summary totals. Discrepancies occur because the formulas are applied against the values in the exported Visualizer report instead of the values in the database. For columnar tables, some use cases produced discrepancies for Calculated Summary totals reported by the exported Excel reports. In these use cases, Visualizer now employs a bare table export.

The use cases impacting Custom Summaries for columnar tables are as follows:

  • Total Distinct Count
  • Weighted Average
  • Custom Summaries based on Expressions

In addition to columnar tables, Crosstab table exports are impacted by the following uses cases:

  • Total Distinct Count
  • Weighted Average
  • Custom Summaries based on Expressions
  • Count
  • Count Distinct

In these use cases, Visualizer exports the tabular data to avoid the miscalculation of the custom summaries.