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Editing: HowtoExportaDashboardandPage.html
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<html> <head> <title>How to Export a Dashboard and Page</title> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <meta name="generator" content="HelpNDoc Standard Edition 3.6.0.345"> <link type="text/css" rel="stylesheet" media="all" href="css/reset.css" /> <link type="text/css" rel="stylesheet" media="all" href="css/base.css" /> <link type="text/css" rel="stylesheet" media="all" href="css/hnd.css" /> <!--[if lte IE 8]> <link type="text/css" rel="stylesheet" media="all" href="css/ielte8.css" /> <![endif]--> <style type="text/css"> #topic_header { background-color: #EFEFEF; } </style> <script type="text/javascript" src="js/jquery.min.js"></script> <script type="text/javascript" src="js/hnd.js"></script> <script type="text/javascript"> if (top.frames.length == 0) { var sTopicUrl = top.location.href.substring(top.location.href.lastIndexOf("/") + 1, top.location.href.length); top.location.href = "CUBOT 9.0 USER'S GUIDE.html?" + sTopicUrl; } else if (top && top.FrameTOC && top.FrameTOC.SelectTocItem) { top.FrameTOC.SelectTocItem("HowtoExportaDashboardandPage"); } </script> </head> <body> <div id="topic_header"> <div id="topic_header_content"> <h1>How to Export a Dashboard and Page</h1> <div id="topic_breadcrumb"> <a href="WorkingwiththeDashboardtab.html">Working with the Dashboard tab</a> ›› </div> </div> <div id="topic_header_nav"> <a href="WorkingwiththeDashboardtab.html"><img src="img/arrow_up.png" alt="Parent"/></a> <a href="HowtoShareaDashboardandaPage.html"><img src="img/arrow_left.png" alt="Previous"/></a> <a href="HowtoAddNotes.html"><img src="img/arrow_right.png" alt="Next"/></a> </div> <div class="clear"></div> </div> <div id="topic_content"> <p class="rvps9"><span class="rvts14">How to Export a Dashboard and its Pages</span></p> <p class="rvps68"><span class="rvts17">There are situations when you would like to export an entire dashboard or the pages within a dashboard to a PDF file or to an email that you want to send to someone.</span></p> <p class="rvps68"><span class="rvts17">You can export a dashboard and its pages in the Export Dashboard and Pages screen. To reach this screen, in the Dashboard menu, click </span><span class="rvts15">Export</span><span class="rvts17">. </span></p> <p class="rvps72"><img alt="" style="padding : 1px;" src="lib/Click to view export dashboard and pages scre.png"/></p> <p class="rvps68"><span class="rvts17"><br/></span></p> <p class="rvps68"><span class="rvts17">The Export dashboard and Pages screen is displayed.</span></p> <p class="rvps40"><img alt="" style="padding : 1px;" src="lib/Export Dashboard and Pages Screen.png"/></p> <p class="rvps30"><span class="rvts15"> Export Dashboard and Pages Screen</span></p> <p class="rvps14"><span class="rvts16">Export Dashboard and Pages to a PDF File</span></p> <p class="rvps32"><span class="rvts17">To export a dashboard or pages in a dashboard to a PDF file, do the following:</span></p> <p class="rvps59"><span class="rvts17">1. In the Export Dashboard and Pages screen, select the check box beside the dashboard or a page in the dashboard that you want to export to a PDF file.</span></p> <p class="rvps36"><span class="rvts15"> </span><img alt="" style="padding : 1px;" src="lib/Note icon.png"/><span class="rvts17"> When you select a Dashboard name, the pages under it are automatically selected. If you do not want to export all the pages, you can clear the check box beside the name of the page that you do not want to export.</span></p> <p class="rvps63"><span class="rvts17">2. In the Action section, select the check box beside </span><span class="rvts15">Export</span><span class="rvts22">.</span></p> <p class="rvps63"><span class="rvts17">3. Click </span><span class="rvts15">Go</span><span class="rvts17">. A PDF file with the exported dashboard and page is displayed in a new window.</span></p> <p class="rvps14"><span class="rvts16">Export Dashboard and Pages to an Email Account</span></p> <p class="rvps32"><span class="rvts17">To export a dashboard or pages in a dashboard to an email account, do the following:</span></p> <p class="rvps59"><span class="rvts8">1. In the Export Dashboard and Pages screen, select the check box beside the dashboard or a page in the dashboard that you want to export to an email.</span></p> <p class="rvps59"><span class="rvts17">2. In the Action section, select the check box beside </span><span class="rvts15">Email</span><span class="rvts17">. </span></p> <p class="rvps60"><img alt="" style="padding : 1px;" src="lib/Email option selected.png"/></p> <p class="rvps5"><span class="rvts8">The options to enter the email address, subject, and content of the email that you want to send is displayed as in Export Dashboard and Pages: Email screen. </span></p> <p class="rvps40"><img alt="" style="padding : 1px;" src="lib/Export Dashboard and Pages Email Screen.png"/></p> <p class="rvps30"><span class="rvts15">Export Dashboard and Pages: Email Screen</span></p> <p class="rvps69"><span class="rvts17">In the Export Dashboard and Pages: Email Screen:</span></p> <p class="rvps11"><span class="rvts8">3. Do one of the following:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps70" style="margin-left: 0; text-indent: 0px"><span class="rvts17">In the </span><span class="rvts15">To:</span><span class="rvts17"> text box, type the email address of the user you want to send the dashboard and pages.</span></li> <li class="rvps71" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Move to the right in the Action section, and select the check boxes, beside the users or groups to whom you want to send the dashboard and pages. </span></li> </ul></ul></ul> <p class="rvps19"><span class="rvts8">4. In the </span><span class="rvts9">Subject:</span><span class="rvts8"> text box, type the subject of the email.</span></p> <p class="rvps19"><span class="rvts17">5. In the </span><span class="rvts15">Content</span><span class="rvts17"> text box, type the content of the email.</span></p> <p class="rvps19"><span class="rvts17">6. Click </span><span class="rvts15">Go</span><span class="rvts17">. The Email Details screen with the exported dashboard and page is displayed in a new window.</span></p> <p class="rvps40"><img alt="" style="padding : 1px;" src="lib/Email Details Screen.png"/></p> <p class="rvps30"><span class="rvts15"> Email Details Screen</span></p> <p class="rvps36"><span class="rvts15"> </span><img alt="" style="padding : 1px;" src="lib/Note icon.png"/><span class="rvts17"> A user can update a report only when the report is shared. No updates can be made when a report is exported, or sent to the users as an email or links.</span></p> <p class="rvps5"><span class="rvts8"><br/></span></p> </div> <div id="topic_footer"> <div id="topic_footer_content"> Copyright © 2012 Robust Designs India Private Ltd. All Rights Reserved.</div> </div> </body> </html>