Exporting dashboards

You can export a snapshot of your dashboard to share with stakeholders who don't have Genuics access, include in a presentation, or archive for compliance.

Export a dashboard

1. Open the dashboard you want to export.
2. Click the Export button in the toolbar.
3. In the Export modal, choose a format: PDF, PNG, Excel, or CSV.
4. Configure any format-specific options (see below).
5. Click Export. The file downloads to your computer.

Export formats

PDF

Exports your dashboard as a multi-page PDF document. Each widget renders as a chart image with its title, and the overall dashboard layout is preserved.

Options:

• Portrait - taller pages, good for dashboards with widgets stacked vertically.
• Landscape - wider pages, good for dashboards with widgets arranged in rows. This is the default and works best for most dashboard layouts.

Best for: Email attachments, printing, slide decks, and compliance archives. PDFs are self-contained and look the same on every device.

PNG

Exports the entire dashboard as a single image file. All widgets, titles, and visible filters are captured as-is.

Options:

• Standard quality (0.75 scale) - smaller file size, good enough for Slack messages, internal wikis, and quick shares.
• High quality (0.85 scale) - larger file, sharper rendering. Better for presentations and documents where the image will be displayed at full size.

Best for: Pasting into Slack, Notion, Google Docs, or any tool that accepts images. PNGs are easy to share and require no special software to open.

Excel

Exports the underlying data from each widget as a structured spreadsheet. Each widget gets its own sheet within the Excel file, named after the widget title.

Best for: Stakeholders who want to manipulate the numbers - pivot tables, custom calculations, or importing into their own tools. Excel exports include the raw aggregated data, not the chart images.

CSV

Exports the data as a plain comma-separated file. If your dashboard has multiple widgets, each widget's data is exported as a separate CSV file bundled in a ZIP archive.

Best for: Programmatic processing, importing into other systems, or archiving raw data. CSV is the most universal format - every tool can read it.

What gets exported

Exports capture exactly what you see on screen:

• Current filters - if you've filtered to "Region = APAC", the export only includes APAC data.
• Current date range - the exported data reflects whatever date range is active in the toolbar.
• Current page - if your dashboard has multiple pages, only the active page is exported.
• Click-to-filter selections - any active click-to-filter chips are applied to the export.

Exporting individual widgets

You don't have to export the whole dashboard. To export a single widget:

1. Hover over the widget you want to export.
2. Click the more menu (three dots) in the widget header.
3. Select Export and choose your format.

This is useful when you only need one chart for a report or presentation.

Common use cases

Scenario	Recommended format
Weekly status email to leadership	PDF (landscape)
Pasting a chart into Slack	PNG (standard quality)
Analyst wants to run their own calculations	Excel
Feeding data into another system	CSV
Board deck or investor presentation	PNG (high quality)
Compliance archive	PDF (landscape)

Next steps

For more advanced data export with grouping, subtotals, and multi-dataset joins, see Exporting and sharing reports.