Export a dashboard or add it to a board pack
Export on a dashboard gives an Excel file with one sheet for each component, a CSV file, or a PDF through the browser's print dialogue. Each component's menu can also download just its figures, or add it to a board pack, where it is kept as it was when the pack was made.
Export the whole dashboard
Choose Export on the dashboard, check the scope and period, and choose a format:
- Excel (.xlsx) with one sheet for each component, and the amounts kept as numbers.
- CSV (.csv) with all the components one after another.
- Export to PDF, which opens your browser's print dialogue. Choose Save as PDF there.
Export is available once every component has its figures. A share or a margin is written in the file as a percentage.
Download one component
Each component's menu has Download figures (Excel) and Download figures (CSV), for just that component.
Add a component to a board pack
Choose Add to board pack in the component's menu to send it to the board pack builder. In the pack, the component is kept as it was when the pack was made, under a page called Dashboard components. Prepare and approve a board pack explains the rest.
Add to board pack is not offered on a draft dashboard, on a standard dashboard until your group has its own copy, for a component pinned to its own scope or to a fixed period, or for someone whose role cannot prepare packs. The menu says why.