Export a dashboard

You can export dashboard data at the dashboard level and the widget level. At the dashboard level, you can only export it to a zip file.

Export the whole Dashboard

• From an existing dashboard, click See more and then select Export (ZIP). The export request is processed.

Export a Widget

To export a specific widget’s data (as opposed to the whole dashboard above):

1. Click See more on the widget.

2. Select Export and select the file format:

   • Image (graphs/chart only)

   • CSV

   • PDF

     Note: When exporting a chart, the underlying data is downloaded in table format. Upland advises using the Image option for exporting charts, as this allows you to easily copy the image into a PowerPoint presentation or PDF.

   • XLS

3. Click Export.