Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types.


There are various options for downloading a Board for reports or for your own analyses. This article explains all the options. We assume that you are on the required Board. 


Click below on the option you want to know more about:


PDF

Please follow the steps below to download the Board in PDF:

1. Navigate to: 

a. PDF

b. The Menu

Click on Download and then on Download PDF

3. Set the required settings 

4. Click on Download

The PDF will be created and saved in the download folder.



Excel / CSV

Please follow the steps below to download the Board as Excel or CSV:

1. Navigate to Menu

2. Click on Download 

3. Choose the required option

a. Excel File

b. CSV File

The download will be formatted and saved in the download folder.


 


Tip
You can always convert a CSV file into an Excel view. Read here how to convert a CSV file into an Excel file. 

Individual widgets

Follow the steps below to download individual widgets:

1. Navigate to Menu

2. Click on Download

3. Choose the required option

a. Image

b. CSV

The download will be formatted and saved in the download folder.