Exporting a dashboard or card

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

Kyvos allows you to export information from a dashboard in a variety of formats. Use this feature to create a snapshot of your data for the current moment.

You can export:

• The dashboard view to a PDF or image file 

• A single card from the dashboard to a PDF or CSV file

Exported information can optionally include the title, card, and filter information. Card and filter information are displayed on subsequent pages. 

To email a dashboard, see Sharing an object.

Exporting dashboard to PDF

To export a dashboard to PDF, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. For Format, choose PDF.

5. Click the checkboxes to choose which options you want included.

6. Click Export.
   
   

   Open

   

Exporting dashboard as an image

To export a dashboard as an image, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. For Format, choose Image.

5. Select the checkboxes to choose which options you want included.

6. Select the image format.

7. Click Export.

Exporting a single card from a dashboard

To export a single card from a dashboard, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. Click the ( ⋮ ) menu on the card you want to export and choose Export.

4. For Format, choose PDF or CSV.

   1. For PDF: choose to export the dashboard image (the visualization) and data (in tabular view) or just the visualization.

   2. For CSV: choose the line and field separators and optionally, the enclosed separators. Select whether to include the header and keep the measure formatting.

5. Click the checkbox to Zip the export results.

6. Click Export.