How to: Export a Digital.ai Intelligence Dashboard

Overview

Exporting all or part of a dashboard allows you to view and interact with the document results outside of Digital.ai Intelligence. For example, you can view results in a PDF file within Adobe Acrobat, or manipulate exported data in an Excel spreadsheet.

Note: If you block pop-ups in your browser, you will need to enable them for your Intelligence site to allow it to use the export feature.

Exporting a Dynamic Dashboard

You can export a pre-built dashboard to PDF. It isn't practical to export a complete dashboard to Excel.

1. Select "hamburger" menu
2. Select Export->PDF
   
3. Dashboard will open in PDF Export window. The exact features will depend on your browser. See examples below.
   
   Firefox
   
   
   Chrome
4. Use your browser's options to Save, download, or print a PDF, and resize as necessary

Export a Dossier

You can export a complete ad-hoc dashboard or individual visualizations to PDF, grid visualizations to Excel, or the data behind visualizations

1. If you are in Presentation (full-screen) mode, press the Esc key
2. From the menu bar, select File > Export to PDF
   
3. The Dossier will open in PDF Export window. The exact features will depend on your browser
4. Use your browser's options to Save, download, or print a PDF, and resize as necessary

Export a visualization

1. Point at the upper right corner of the visualization and select the triangle icon
   
2. Select Export and PDF or Data
   
3. Data export creates a csv file which can be opened in Excel
4. PDF export opens in a new window. The exact features will depend on your browser.
5. Use your browser's options to Save, download, or print a PDF, and resize as necessary

Note: With a grid visualization you have the additional option of exporting directly to Excel format in addition to CSV.

Export Options

Dossier dashboard

1. If you are in Presentation (full-screen) mode, press the  Esc key
2. If you don't see your username in the upper right corner, click the Show Navigation Bar icon
   

All dashboards

1. Click on the username menu
2. Select Preferences
   
3. Click on Export Reports link
   
4. Note options for Grid export, Graph export, custom Header and Footer
   
5. Click Apply to save any changes
6. Click Load Default Values to remove any changes