Exports: PDF, PPTX, PNG, CSV
Dashboard exports
Section titled “Dashboard exports”The canvas toolbar’s Export menu offers three formats:
| Format | What you get |
|---|---|
| Image (PNG) | the live grid rasterized to one image |
| uniform A4 landscape pages; every dashboard page included | |
| PowerPoint (PPTX) | a title slide (name, date, link back to the live dashboard), then 16:9 slides per page |
Two behaviors make these presentable rather than screenshot-grade:
- Card-boundary pagination — when a page is taller than one sheet/slide, it’s sliced between cards, never through the middle of a chart (only a card taller than a whole page ever spans one).
- Render gate — the export waits until every card has finished loading and chart animations have settled, so you never export a skeleton.
Files are named after the dashboard and dated.
- Hovering a card in the viewer offers Download CSV for that card’s data.
- Export all to CSV combines every card’s data from the dashboard.
Report exports
Section titled “Report exports”Reports export to PDF, PDF (exact preview) — a pixel-perfect capture of every page — Excel, PowerPoint, CSV, and HTML, honoring the report’s parameters (promptable filters appear as inputs right in the export menu). Unlike dashboards, reports have page setup: A4 / Letter / Legal and portrait/landscape.
The same five formats are available wherever a report is delivered rather than downloaded — scheduled sends, test sends and subscriptions.
HTML export
Section titled “HTML export”The HTML file is self-contained: charts are embedded as inline SVG, images as data URIs, styles inline. It renders correctly with the network unplugged, and — because it makes no outbound request — opening it cannot leak the reader’s IP address to anyone. That makes it the right format for emailing a report outside your organization.
Two limits worth knowing: tables cap at 1,000 rows, with a notice in the file when the data was longer; and author-written text blocks are sanitized on the way out, since the exported file opens in someone else’s browser with none of the product’s protections around it.
Metric tiles in exports
Section titled “Metric tiles in exports”KPI tiles bound to a governed metric render in every format, labelled with the metric’s own name. The metric is evaluated through the governed evaluator, so model-layer row-level security still applies to the exported value — an export cannot become a way around it.
Who can export
Section titled “Who can export”Export is permission-gated: the built-in Viewer role can’t export; Editors and Admins can. Embeds can disable export independently. See Users & roles.