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Exporting a dashboard
You can view a dashboard’s results outside of the Numerify360 for IT Web, by
exporting the dashboard. For example,
you can view the dashboard results in a PDF file within Adobe Reader for
viewing or printing.
You can export a dashboard to the following formats:
- Image:
Export the visible portion of the dashboard as an image, including
panels, visualizations, and the contents of the Page-by area. The
toolbar and menu are not saved along with the rest of the dashboard.
- PDF file: Export the dashboard to
a PDF file in a reader, such as Adobe Reader. You can view the PDF
on any device with a PDF reader, such as another computer, a Linux
machine, a Nook, or a Kindle.
The exporting formats available vary based on the type of dashboard
that you are exporting.
Prerequisites
- You
must have the Web Edit Dashboard and Web Run Dashboard privileges.
- You
must have the necessary privileges to export to the file format you
choose.
- To
export a map-based visualization, export the entire dashboard or the
individual visualization as an image.
Steps to export a dashboard
-
Click the name of the dashboard
to execute it.
-
Do one of the following:
- If your
dashboard displays the File menu, do one of the following:
- To
export the dashboard to a PDF file, from the File
menu, select Export to PDF. The dashboard is
exported and displayed in a browser window.
- If your
dashboard displays the Tools menu, from the Tools
menu, point to Export.
Select your exporting format as follows:
- To
save the dashboard as an image, select Image.
The Select Location for Download dialog box opens. Navigate
to the location in which you want to save the image, then
specify a name for the image in the File
Name field. Click OK.
The image is saved.
- To
save the dashboard as a PDF file, select PDF.
The dashboard is exported and displayed in a browser window.
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