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

Export the Portlet

Display the dashboard for viewing to export an individual portlet. Some stock portlets are restricted and cannot be exported. If a portlet is restricted, the Export to icon does not appear in the Options toolbar.

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