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

• Multiple cards from the dashboard to CSV file

• Selecting filter cards for exporting

• Add page breaks for Dashboard

• Add header and footer for Dashboard

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. From the File Format, choose the PDF option.

5. Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the PDF.

6. Click Export.

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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. From the File Format, choose the Image option.

5. Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the image.

6. Select the Image Format from PNG or JPG.

7. Click Export.

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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 viz. 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.

Export multiple cards from a dashboard

To export multiple data cards 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. From the Options menu at the top right, choose Export. The Export dialog box is displayed.

4. Click CSV. A list of all dashboard data cards is displayed. Select the required data card that you want to export.

5. In the Export View section , you can configure all the CSV properties.

Click Export. The data cards will be exported in a single bundle in zipped format, with one CSV file per card.

Selecting filter cards for exporting

You can hide cards for PDF or Image format. For CSV, you can deselect data cards that you do not want to export.

To select filter cards for exporting, 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. The Export dialog box is displayed.

4. In the Export dialog box, you can clear the checkbox to deselect any data cards that are not needed.

5. Select the Export in multiple pages checkbox to export dashboard with page breaks. This applies to PDF, image, and when you attach PDF or an image while sharing an email.

6. When you click Export only the selected cards will be exported.

Adding page breaks for Dashboard

The page break feature allows for the export of multiple pages. It provides options to customize page breaks according to your needs. With this feature, you can set the height for automatically generated page breaks to ensure uniformity. Page breaks are inserted at specified intervals automatically, with a default height of 1000 pixels. The size of the page break, in pixels, can be adjusted when setting breakpoints.

Additionally, at the time of export, you can include page breaks for PDF, or when you share an email. You can also save the page break value that you have set. 

1. Page breaks will not be available in the mobile view. 

2. Dashboards with breakpoints can be exported as PDFs and attached as PDFs in an email.

3. Multiple-page export is only applicable for PDFs.

To add a page break, perform the following steps.

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

2. Create or select an existing dashboard.

3. In the Properties pane, select the Page Break for Dashboard option.

   1. None: Use this option when no page breaks are applied.

   2. Auto: Use this option when page breaks are applied at constant intervals (min 100px). You can also adjust the height of the page breaks by using the Height list.

   3. Custom: Use this option to add page breaks manually. You can hover over the page and drop the indicator to set the page break.

   4. Click the header, footer & page breaks on dashboard canvas checkbox for controlling and managing page breaks and header and footer.

   5. Click Save.

Adding header and footers for Dashboard

You can add a header or footer when exporting multiple pages. This feature provides options to customize the header or footer according to your needs. To add a header or footer to the dashboard, select 'Header,' 'Footer,' or 'Both.' You can also configure the height of the header or footer.

To add a header or footer, perform the following steps.

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

2. Create or select an existing dashboard.

3. In the Properties pane, select the Page Break for Export option.

   1. None: Use this option when no header or footer is applied.

   2. Header: Set the header height.

   3. Footer: Set the footer height.

   4. Both: Use this option to set both header or footer on the Dashboard.

4. Click the header, footer & page breaks on dashboard canvas checkbox for controlling and managing page breaks and header and footer.

5. Click Save.