Bethan Lister

Exporting dashboard data

Ticketclosed

Calderbrook Housing Group: documents logo Calderbrook Housing Group: documents · Exporting dashboard data

Paul asked how to export dashboard data to a spreadsheet for repairs metrics. Bethan provided CSV export button instructions; Paul confirmed the solution worked.

Priority normal

What happened

What this says

Current to 11 Oct 26

Paul asked how to export dashboard data to a spreadsheet for repairs metrics. Bethan provided CSV export button instructions; Paul confirmed the solution worked.

Problem: Paul needed to export underlying data from a dashboard he built for repairs metrics. Handling: Bethan directed him to the export button with CSV option. Paul confirmed it worked. This was a straightforward how-to resolved quickly.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelchat
First response (min)105
CSAT5
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  1. Paul Rigby
    created · Paul Rigby 1 Jun 2026 14:00
    Hi, quick question about getting data out of dashboards. I've built a dashboard for the repairs metrics in the brain and I need to export the underlying data so I can work with it in a spreadsheet. What's the quickest way to do that?
  2. Bethan Lister
    public_reply · Bethan Lister 1 Jun 2026 15:45
    Hi Paul, thanks for the question. Can you try this: open the dashboard, look for the export button at the top right of the view. You'll see options for PDF or CSV. CSV will give you the underlying data in spreadsheet format, which sounds like what you need. Can you try that and tell me what you see? Thanks, Bethan
  3. Bethan Lister
    status_change · Bethan Lister 3 Jun 2026 10:37
  4. status_change · 7 Jun 2026 23:59
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