Insights: Export Dashboards, Visualizations and Tables

Exporting Dashboards and Visualizations

Exporting dashboards and individual visualizations is a great way to share insights, present your data to stakeholders, or further analyze results outside of ZenQMS. Whether you need a PDF snapshot of a dashboard for a quick overview, a slide deck presentation for meetings (PDF/PPTX), or raw data to manipulate in spreadsheets (XLSX/CSV), Insights offers flexible export options.

Export Dashboard

Exporting the entire dashboard allows you to capture every visualization on the page in a single file. Depending on your needs, you can choose a simple PDF snapshot or generate a multi-slide presentation in PDF/PPTX. Both methods respect your current dashboard layout and filters, ensuring consistency with what you see on screen.

Snapshot

You can export a snapshot of the whole dashboard as a PDF file:

1. Open the dashboard you want to export.
2. Click the … menu button in the top right corner of the dashboard and select Export:
3. Select Snapshot (PDF):

The export file will start being processed, do not leave the page before the file is finalized and downloaded to your machine:

Slide Deck 

If you want each dashboard section or widget on its own page, the slide deck export transforms your dashboard into slides. You can then export those slides as PDF or PPTX, making it easy to incorporate into presentations or share with stakeholders.

Follow the same steps as above, but select one of the Slide Deck options: 

Export Visualizations (KPIs and Widgets)

Sometimes you only need data or visuals from a single dashboard KPI or widget rather than the entire dashboard. Insights allows you to export individual widgets either as a single slide (PDF/PPTX) or as tabular data (XLSX/CSV). This helps you focus on exactly the insight you want to share or analyze further.

Tabular Data 

If you need raw data for further manipulation, you can export the table behind a widget to XLSX or CSV. This is ideal for deeper analysis in spreadsheets or other external tools.

1. Open the dashboard that contains the widget that you want to export.
2. Hover over the widget and click on the … menu, and select Export to XLSX or CSV:

The export file will start being processed, do not leave the page before the file is finalized and downloaded to your machine:

Slide 

You can export individual widgets on the dashboard as a single presentation slide in PDF or PPTX:

Follow the same steps as above, but select one of the Slide Deck options:

Limitations 

There are currently certain known limitations associated with slide deck exports:

• Images included in rich text widgets do not appear in PDF slide decks.
• When dashboard descriptions are exported into PDF slide decks, any rich text variables do not display their values.
• Chinese characters are not supported in PDF slide decks.

Export Tables 

Every details table (where applicable) on a dashboard or drill down visualization allows the ability to export to XLSX or CSV by clicking the export button in the bottom right corner of the table. 

XLSX 

Export your data to an XLSX file if you want to analyze the formatted data in a spreadsheet. By default, visualizations that are grouped by attributes contain merged cells in the exported XLSX file. To export without merging, unselect Keep attribute cells merged in the Export to XLSX dialog.
 

The following image shows the difference between exported data with merged and unmerged cells in the Date (Date) column.

CSV

If you want to process report data in more detail in another application, and do not need formatting, export the report as a CSV file.

CSV with Raw Data 

If your visualization is based on data that exceeds 100,000 records, it may not be computed. This export option lets you access the raw data behind a visualization, which can be useful for further processing in an external system.

Exported Raw Data:

• The data is filtered by all applicable filters (WDFs, UDFs, attribute filters, etc.) and includes calculated metrics.
• The exported file is not cross-tabulated, ordered, or formatted.
• Metrics are not formatted in the output.
• Totals (e.g., Rollup Totals) are not included in raw table exports.