Exporting

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RayVentory Data Hub > 12.5 u5 > Dashboards and Reports Customization Guide > Designing Dashboards 

Exporting

The Web Dashboard allows you to export an entire dashboard or individual dashboard items. You can export the dashboard/dashboard items to PDF and Image formats; additionally, you can export dashboard item's data to Excel/CSV.

 

Exporting Dashboards

Exporting Dashboard Items

 

Exporting Dashboards

To export the entire dashboard, click the Export button above the dashboard title area and choose the required action.

 

ExportTo

 

Export to PDF

Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available:

 

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File Name - Specifies the name of the exported PDF file.

Page Layout - Specifies the page orientation used to export a dashboard. You can select between Portrait, Landscape and Auto. Note that in the Auto mode the page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard.

Size - Specifies the standard paper size (for instance, Letter or A4).

Show Title - Specifies whether or not to apply the dashboard title to the exported document title.

Title - Specifies the title of the exported document.

Scale Mode - Specifies the mode for scaling when exporting a dashboard.

 

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Note:

Note that this option is in effect when Page Layout is set to value different from Auto.

 

Export to Image

Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. The following options are available:

 

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File Name - Specifies the name of the exported Image file.

Show Title - Specifies whether or not to apply the dashboard title to the exported document title.

Title - Specifies the title of the exported document.

Image Format - Specifies the image format in which the dashboard is exported. The following formats are available: PNG, JPEG and GIF.

Resolution (dpi) - Specifies the resolution (in dpi) used to export a dashboard.

 

Export to Excel

Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available:

 

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File Name - Specifies the name of the exported Excel file.

Excel Format - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between XLSX and XLS.

Include | Filters - Allows you to include master filter values to the exported document.

Include | Parameters - Allows you to include parameter values to the exported document.

Position - Specifies the position of the master filter and parameter values in the exported document. You can select between Below and Separate Sheet.

 

Specify the required options in the dialog and click the Export button to export the dashboard. To reset the changes to the default values, click the Reset button.

 

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Note:

If you export the entire dashboard, its current state is preserved (e.g., the dashboard layout, the scroll position of individual dashboard items and selections within master filter items).

 

Exporting Dashboard Items

To export a dashboard item, click the img19570 button in the dashboard item caption area and choose the required action.

 

ExportDashboardItem

 

Export to PDF - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options.

Export to Image - Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format.

 

To learn more about exporting specifics of different dashboard items, see the Exporting topic for the required dashboard item.

 

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Note:

When an individual dashboard item is printed, the entire item's content is reflected in the printed document regardless of the item's current scroll position.