How to export dashboard views

Now that you've created a dashboard view full of different data visualizations, we'll be going over how to export them as PDFs or how to schedule them to be sent as automated emails to relevant colleagues and stakeholders.

• How to export a dashboard view (one-time)
• How to email a dashboard view to yourself/others (one-time and recurring)

Note: This video contains the old navigation bar on the top, whereas the current navigation bar now lies on the left side of your screen. While the remaining content is still the same, rest assured that we will be updating our videos accordingly.

How to export a dashboard view (one-time)

Once you've built out a dashboard, you can download it as a PDF or CSV and send it to others outside of your team Affinity account.

1. Click the ellipsis (3-dotted icon), then click Download.
   
   
   
2. Select one of two formats: PDF or CSV.
   1. The PDF format will display the visuals as is.
   2. The CSV format will consist of multiple CSV files containing the quantitative values shown in each visualization tile.
      
      
      
3. If you choose the PDF format, select a Paper Size. If you have a long dashboard with many tiles, we would highly suggest sticking with Fit Page To Dashboard.
   1. You can additionally choose to expand tables to show all rows and not just a few.
   2. You can additionally choose to arrange dashboard tiles in a single column.
   3. You can click Open in Browser to see a preview of the PDF before choosing to download it.
   4. Once you approve of the PDF, click Download.
      
      
4. If you choose the CSV format, simply click Download.

How to email a dashboard view to yourself/others (one-time and recurring)

If you'd like to send out certain dashboards to yourself/others on a frequent basis, you can set it up so that you receive automated emails on a recurring basis.

1. Click the ellipsis (3-dotted icon), then click Schedule delivery.
   
   
   
2. Select your preferred Recurrence and Time. The Time is currently in PST so please adjust accordingly based on your timezone.
3. Add all the email addresses you'd like to send this dashboard to.
   
   
   
4. Select one of three formats: PDF, PNG, or CSV.
   1. The PDF format will display the visuals as is.
   2. The PNG format will display the visuals as is.
   3. The CSV format will consist of multiple CSV files containing the quantitative values shown in each visualization tile.
5. Click Save and you're all set!