Exporting a dashboard or card

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

Kyvos allows you to export information from a dashboard in a variety of formats. Use this feature to create a snapshot of your data for the current moment.

You can export:

• The dashboard view to a PDF or image file 

• A single card from the dashboard to a PDF or CSV file

• Multiple cards from the dashboard to CSV file

• Selecting filter cards for exporting

• Add page breaks for Dashboard

• Add header and footer for Dashboard

• Export all groups within a group widget of a dashboard

• Export a single PDF from multiple filter combinations

Exported information can optionally include the title, card, and filter information. Card and filter information are displayed on subsequent pages. 

To email a dashboard, see Sharing an object.

Exporting Dashboard to PowerPoint (PPT)

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. From the File Format, choose the PPT option.

5. Select the Include Dashboard Title, Include Card Title, Include Card Information, Export Cards with Maximizes State, and Export in Multiple pages checkboxes if you want these included in the PDF.

   1. Include Dashboard Title: When enabled, the exported PPT will include an introductory slide containing key dashboard information. Additionally, the dashboard name will be used as the slide title for any full-view dashboard snapshots included in the presentation.

   2. Include Card Title: When enabled, each slide containing a card snapshot will display the card title at the top, providing clear context for the viewer.

   3. Include Card Information: When enabled, the system will add a separate slide immediately after each card snapshot slide that contains detailed information about the card (for example, description and metadata).

   4. Export Cards in Maximized State: When enabled, each selected card will be automatically opened in its maximized state before the snapshot is captured. This ensures that the exported slide includes the most detailed and expanded view of the card.

   5. Include Dashboard Full View: When enabled, the export will include a slide with a full-view snapshot of the entire dashboard, providing a comprehensive overview of the dashboard layout and all its components in a single slide.

   6. Export with Multiple Combinations: When enabled, the system will automatically apply all relevant dynamic filter combinations and generate a separate export for each unique combination. For each combination, a dedicated section will be created in the PowerPoint file that includes:

      • A slide containing the dashboard snapshot for the specific filter combination

      • Slides for all widgets associated with that filtered dashboard view

      This allows users to compare multiple filtered perspectives of the dashboard within a single consolidated presentation.

   7. Slide Content Handling: The full-view dashboard and individual cards are captured as images in the PowerPoint slides. Card information (such as description and metadata) is included as text. For URL-based cards, the corresponding hyperlink is embedded directly into the slide.

6. Click Export.

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Exporting dashboard to PDF

To export a dashboard to PDF, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. From the File Format, choose the PDF option.

5. Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the PDF.

6. Click Export.

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Exporting dashboard as an image

To export a dashboard as an image, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export.

4. From the File Format, choose the Image option.

5. Select the Include Dashboard Title and Include Card Information checkboxes if you want these included in the image.

6. Select the Image Format from PNG or JPG.

7. Click Export.

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Exporting a single card from a dashboard

To export a single card from a dashboard, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. Click the ( ⋮ ) menu on the card you want to export and choose Export.

4. For Format, choose PDF or CSV.

   1. For PDF: choose to export the viz. image (the visualization) and data (in tabular view) or just the visualization.

   2. For CSV: choose the line and field separators and optionally, the enclosed separators. Select whether to include the header and keep the measure formatting.

5. Click the checkbox to Zip the export results.

6. Click Export.

Export multiple cards from a dashboard

To export multiple data cards from a dashboard, perform the following steps.

1. From the Toolbox, choose Workbooks and select a workbook.

2. Create or select an existing dashboard.

3. From the Options menu at the top right, choose Export. The Export dialog box is displayed.

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4. Click CSV. A list of all dashboard data cards is displayed. Select the required data card that you want to export.

5. In the Export View section , you can configure all the CSV properties.

Click Export. The data cards will be exported in a single bundle in zipped format, with one CSV file per card.