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Question

Is it possible to export a dashboard as a csv? (I know this was possible with UI views)

  • January 19, 2018
  • 1 reply
  • 20 views

jackie_cofield
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We're interested in exporting a dashboard as a csv as opposed to the email link given a written summary we want to provide with the report. The poor formatting features of the dashboard text box prevents us from wanting to use it. 

1 reply

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • January 19, 2018
Jackie - for a whole dashboard, we don't have an export to Excel.  However, from the ReportBuilder, you can export a report to Excel.

In terms of the poor formatting of the text box, can you outline the key challenges and highlight what you would most like in terms of options, e.g. font size, text wrapping, column sizing..