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Exporting a dashboard or card

Exporting a dashboard or card

✅ Enterprise: AWS, Azure, GCP, and On-Premises

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✅ SaaS: AWS, Azure, and GCP

✅ Single Node Installation (SNI)

Overview

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.

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.

Suppress workbook path in exports

From Kyvos 2026.4 onwards, you can control whether the workbook folder path is displayed in dashboard exports for PDF and image formats.

To hide the workbook path, set the showFolderPath property to false in portal.properties. By default, this property is set to true, which displays the workbook path in the exported output.

Important Note

From Kyvos 2026.4 onwards, when exporting a dashboard in PDF or image format, all filter cards are unselected and the Include Dashboard Title option is selected by default. Additionally, for PPT exports, the Include Cover Slide option is selected by default.

These changes improve the overall export experience by reducing manual effort and ensuring that exported outputs include essential context by default.

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 Include Card Information, Export Cards with Maximizes State, and Export in Multiple pages checkboxes if you want these included in the PPT. Unselect the Include Cover Slide if don’t want it to be included in the PPT.

    1. Include Cover Slide: When enabled, the exported PPT will contain an introductory slide featuring key information about the dashboard.

    2. 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).

    3. 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.

    4. 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.

    5. 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.

    6. 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. From the Select Template list, select the custom template you want to apply. To know more about the custom template, see the section Adding a custom template, as mentioned below.

  7. Click Export.

    image-20260223-114213.png

Adding a custom template

The PowerPoint template must include at least one slide master that defines the required predefined layouts listed below. Each layout must follow the specified naming convention and include the required placeholders. These placeholders are dynamically populated during export.

You can save the custom template at: client/templates/custom/ppt folder

KyvosTitleSlide

Use the KyvosTitleSlide layout to define the dashboard cover slide.

This layout must include the following placeholders:

  • {{title}} — Displays the dashboard name.

  • {{username}} — Displays the name of the user who initiated the export.

  • {{download-date}} — Displays the export date and time.

KyvosDashboardSlide

Use the KyvosDashboardSlide layout to render the full dashboard view.

This layout must include the following placeholders:

  • {{title}} — Displays the dashboard name.

  • {{image}} — Displays a snapshot of the full dashboard view.

  • {{description}} — Displays the dashboard description, if available.

If a dashboard description is present, it is also added to the Notes section of the generated slide.

KyvosCardSlide

Use the KyvosCardSlide layout to render individual dashboard cards.

This layout must include the following placeholders:

  • {{title}} — Displays the card title.

  • {{sub-title}} — Displays the card subtitle.

  • {{image}} — Displays a snapshot of the card.

  • {{description}} — Displays the card description, if available.

If a card description is present, it is also added to the Notes section of the generated slide.

KyvosURLCardSlide

Use the KyvosURLCardSlide layout to render URL-based dashboard cards.

This layout must include the following placeholders:

  • {{title}} — Displays the card title.

  • {{url}} — Displays the hyperlink for the URL-based card.

  • {{description}} — Displays the card description, if available.

KyvosCardInfoSlide

Use the KyvosCardInfoSlide layout to render card information for data cards.

This layout must include the following placeholders:

  • {{title}} — Displays the title created for the card information.

  • {{info}} — Displays the textual information of the data cards.

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. Keep the Include Dashboard Title checkbox selected and select the Include Card Information checkbox if you want these included in the PDF.

  6. Click Export.

    Export as PDF.png

Summaries on separate pages

From Kyvos 2026.3 onwards, dashboard exports can now include full summaries for all visualizations. These summaries are appended as additional pages after the main dashboard for a complete, readable output.

To export a dashboard with summaries on separate pages, select the option Include summaries on separate pages (if applicable) before exporting a dashboard.

image-20260325-041828.png

The dashboard is captured as it appears on screen with the layout and visual arrangement preserved. The system extracts summary content from all data card visualizations and each summary is rendered in WYSIWYG (What-You-See-Is-What-You-Get) format.

Note

  • Summaries are exported in full, regardless of UI visibility.

  • Truncated or partially visible summaries in the dashboard are fully included.

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. Keep the Include Dashboard Title checkbox selected and select the Include Card Information checkbox if you want these included in the PDF.

  6. Select the Image Format from PNG or JPG.

  7. Click Export.

    Export as Image.png

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.

    Bulkexport.png

  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.

Bulkexport1.png


Selecting filter cards for exporting

You can choose to show cards for PDF or Image format. For CSV, you can deselect data cards that you do not want to export.

To select filter cards for exporting, 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.

For PDF

For Image

For CSV

For PDF

For Image

For CSV

image-20240916-084248.png
image (39).png

 

image-20240916-084403.png

  1. In the Export dialog box, you can mark checkboxes to select the data cards you need in the output file.

  2. Select the Export in multiple pages checkbox to export dashboard with page breaks. This applies to PDF, image, and when you attach PDF or an image while sharing an email.

  3. When you click Export only the selected cards will be exported.

Adding page breaks for Dashboard

The page break feature allows for the export of multiple pages. It provides options to customize page breaks according to your needs. With this feature, you can set the height for automatically generated page breaks to ensure uniformity. Page breaks are inserted at specified intervals automatically, with a default height of 1000 pixels. The size of the page break, in pixels, can be adjusted when setting breakpoints.

Additionally, at the time of export, you can include page breaks for PDF, or when you share an email. You can also save the page break value that you have set. 

  1. Page breaks will not be available in the mobile view. 

  2. Dashboards with breakpoints can be exported as PDFs and attached as PDFs in an email.

  3. Multiple-page export is only applicable for PDFs.

To add a page break, perform the following steps.

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

  2. Create or select an existing dashboard.

  3. In the Properties pane, select the Page Break for Dashboard option.

    1. None: Use this option when no page breaks are applied.

    2. Auto: Use this option when page breaks are applied at constant intervals (min 100px). You can also adjust the height of the page breaks by using the Height list.

    3. Custom: Use this option to add page breaks manually. You can hover over the page and drop the indicator to set the page break.

      image-20240916-082043.png

    4. Click the header, footer & page breaks on dashboard canvas checkbox for controlling and managing page breaks and header and footer.

    5. Click Save.

Adding header and footers for Dashboard

You can add a header or footer when exporting multiple pages. This feature provides options to customize the header or footer according to your needs. To add a header or footer to the dashboard, select 'Header,' 'Footer,' or 'Both.' You can also configure the height of the header or footer.

Important points

  • The minimum applicable value is 50px.

  • Using the Show header, footer & page breaks on dashboard checkbox, you can control the visibility of the header, footer, and page break configurations on the dashboard. If you clear the checkbox, any previously applied configurations remain active; it simply hides the interface that displays these settings on the dashboard.

  • To export in multiple pages with header and footer, enable the Export in multiple pages checkbox.

  • Configuration for the header, footer, and page breaks must be applied, meaning page breaks should not be set to None, and valid page breaks must be present on the dashboard. Additionally, exporting in multiple pages is only applicable for PDFs; this option will not be available when the file format is set to Image or CSV.

image-20241104-122033.png

To add a header or footer, perform the following steps.

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

  2. Create or select an existing dashboard.

  3. In the Properties pane, select the Page Break for Export option.

    1. None: Use this option when no header or footer is applied.

    2. Header: Set the header height.

    3. Footer: Set the footer height.

    4. Both: Use this option to set both header or footer on the Dashboard.

  4. Click the header, footer & page breaks on dashboard canvas checkbox for controlling and managing page breaks and header and footer.

  5. Click Save.

Export all groups within a group widget of a dashboard

You can export all groups within a group widget as a separate dashboard within a single PDF.

  • All groups within a Group Widget are now visible in the Export dialog box.

  • By default, all widgets from all groups are selected for export. Individual widgets can be deselected as needed.

  • If all widgets within a group are deselected, no separate dashboard will be exported for that group.

  • The Export in multiple pages option is disabled if groups other than the active group are selected for export.

Supported Export Formats:

  • PDF Export: A separate dashboard is generated for each group (as the active group). All dashboards are combined into a single PDF, with each placed on a separate page.

  • Image Export: A separate dashboard is generated for each group (as the active group). Each dashboard is exported as an individual image, and all images are packaged together in a ZIP file.

To export all groups within a group widget of 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, Image, CSV.

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

      image-20251028-114030.png

    2. Select the group that you to export.

  5. Click Export.

Export a single PDF from multiple filter combinations

You can apply dynamic filter combinations to a dashboard and export each unique filter combination as a separate dashboard within a single PDF. 
These filter combinations can be saved as part of the dashboard configuration and reused when needed.

Available Filter Types

  1. Dimension Filters: The following types of dimension filters are supported for creating multiple filter combinations:

    • All multi-select dimension filters, such as those with criteria “is in the list” or “is not in the list”.

    • All single-select dimension filters with dimension data types such as CHAR or DATE, e.g., filters with criteria “is” or “is not”.

    • All date-type dimension filters with criteria “is before”, “is after”, “is before or equal to”, or “is after or equal to”.

    • All dimension filters where the actual filter value is explicitly defined, not derived from a condition, field, or parameter.

  2. Parameter Filters: The following parameter filters are supported for creating multiple filter combinations:

    • All parameter filters with parameter type Dimension or Measure.

    • All CUSTOM parameter filters that are single-select or multi-select.

  3. Runtime Filters: Ad hoc filters added at runtime are also available for creating filter combinations. However, these combinations are not saved as part of the dashboard and therefore cannot be used for email scheduling.

    image-20251028-114547.png

To export a single PDF from multiple filters combinations, 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 Image.

  5. Select the Export with Multiple Combinations checkbox. The Create Multiple Combination dialog link is displayed.

  6. On the Create Multiple Combination dialog, create filters.

  7. Click Export.

    • PDF Export: A separate dashboard is generated for each filter combination. All dashboards are then consolidated into a single PDF file, with each dashboard displayed on a separate page.

    • Image Export: A separate dashboard is generated for each filter combination. Each dashboard is exported as an individual image, and all images are collectively packaged into a ZIP file.

      image-20251028-115402.png

 

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