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

Export the Dashboard

You can export a dashboard from the details page, or from a dashboard that is displayed for viewing. You can export the contents of a dashboard or an individual portlet in a dashboard to Microsoft Excel or PowerPoint. The maximum export size for Excel and PowerPoint is 300 records. However, there is no limit when you use the Export to Excel (Data Only) option.

You can fit the exported information to a page in PowerPoint. You can also place each exported portlet on a separate page. This approach avoids having all the portlets fitted onto a single page as they appear in a dashboard.

• To export each portlet to a separate page with the current dashboard size, select One Portlet per Slide/Sheet.
• To export each portlet to a separate page and fit the portlet to the page, select both One Portlet per Slide/Sheet and Fit to Page.
• To fit all the exported portlets on a single sheet or page, verify that both check boxes are clear. Some portlets can be truncated if the number of portlets is larger than the PowerPoint page can accommodate while you export to PowerPoint.

Follow these steps:

1. Open Home, and from Personal, click Dashboards.
2. Open the details page for the dashboard.
3. Select the appropriate check boxes for the Export field, to indicate how you want the portlets to appear.
4. Open the Actions menu and click Export to Excel or Export to PowerPoint.