How to Create, Configure, and Manage a Dashboard › Manage the Dashboard › Export the Portlet

Export the Portlet

To export an individual portlet, first display the dashboard. Some stock portlets are restricted and cannot be exported.

If you are exporting a chart portlet, the chart displays in native Microsoft Office chart format.

Follow these steps:

1. Open Home, and from Personal, click Dashboards.
2. Open the details page for the dashboard, open the Actions menu, and click View Dashboard.
3. Open the Options menu on the portlet that you want to export and select one of the following options:
   • Export to Excel (Data Only). Includes the portlet information but does not include charts.
   • Export to Excel. Includes the portlet information and any portlet charts.
   • Export to PowerPoint. Includes the portlet information and any portlet charts.

   The File Download dialog appears.

4. Click Open to display the file without saving, or click Save to save the file.