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Save dashboards and export exact results

6 min readAll workspaces

Save BI dashboards and reopen saved layouts. CSV and XLSX exports require a verified result and current workspace/source checks; visual exports also depend on fresh approval and support for the current view.

Before you start

  • You are signed in to the correct workspace and using the matching mode for the page: business BI in a business workspace, or personal BI in a personal workspace.
  • You have BI access in that workspace. Access can be enabled or blocked separately from billing, so the page may be available or unavailable regardless of plan name.
  • You need dashboard library access to create, list, open, update, or delete saved dashboards.
  • You need export access to download CSV or XLSX, and the current result must still have a valid export receipt.
  • In business BI, select the intended ledger when the ledger selector is shown. Personal BI uses the current personal workspace’s source context.
  • For visual exports, the current chart or dashboard view must already be open and still match the approved result when you start the download.

Save a dashboard

Use the dashboard builder to create a saved dashboard. Saving stores the dashboard title, layout, and draft status in your workspace; it does not change your books, ledger entries, or balances.

  1. On the BI page, choose Dashboard to open the builder.Dashboard
  2. Enter a title in Dashboard Title.Dashboard
  3. Choose Save as Draft if you want the dashboard saved as a draft, or choose Save to save it as a regular dashboard.SaveSave as Draft
  4. Wait for the save to finish. When it succeeds, the builder closes and the new dashboard appears in the dashboard selector.

Open and reload dashboards

You can switch between the built-in Default Dashboard and any saved dashboard listed in the dashboard selector. Changing the selection replaces the dashboard shown on screen; it does not change your books or saved data.

  1. Open the dashboard selector.
  2. Choose Default Dashboard to return to the built-in BI view, or choose a saved dashboard by title.Dashboard
  3. If you chose a saved dashboard, wait for its panels to load.
  4. Use Refresh on a saved dashboard panel if you want that panel to run again.

Review a saved dashboard layout

Saved dashboards open with their saved title and layout. If you need to review the current layout, open the dashboard from the selector and inspect the section and panel arrangement on screen.

  1. Open the dashboard selector.
  2. Choose the saved dashboard you want to review.
  3. Review the title at the top of the dashboard and the sections and panels shown below it.
  4. Use Refresh on a panel if you want that panel to load its current result again.

Export exact results from the toolbar

CSV and XLSX exports are available only when the current result still has a valid export receipt. Before the file is created, the export service rechecks the current result against the approved rows, the source scope, the workspace, and the current source freshness. If the result, source, or workspace has changed, the export is blocked and you are asked to refresh the report first.

  1. Open the BI result or dashboard view you want to export.
  2. Make sure the export toolbar is visible.
  3. Choose CSV or XLSX.
  4. Save the downloaded file when your browser prompts you.

Toolbar exports beyond CSV and XLSX

The export toolbar can also offer visual downloads such as PNG, SVG, and PDF when the current view supports them and the export is authorized for that view.

  • PNG captures the current chart or dashboard view as an image download.
  • SVG is available for chart views when the chart can be exported as SVG.
  • PDF captures the current view as a document download.

Switch result views and project a map

When you open a BI result, you can switch between Table, Chart, Pivot Table, and Map. These tabs only change how the current result is displayed.

  1. Open the BI result you want to review.
  2. Choose Table, Chart, Pivot Table, or Map.ChartMapPivotPivot Table
  3. If you open Chart, choose the chart type from the chart selector if you want a different chart style.Chart
  4. If you open Map and map access is available, load the map projection from the current result.Map

Recover an unconfirmed business saved-question save

If a saved BI question was not fully confirmed, the page shows Resume save. Use it to finish the same saved request instead of starting a new one.

  1. Open the unconfirmed save notice if it appears.
  2. Choose Resume save.Resume save
  3. Wait for the same save request to complete.

Updated

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