How to export dashboard data

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Delancey Haig: documents · How to export dashboard data

Director needed dashboard charts (placement volumes, contractor spend) for client presentation. Support explained per-chart export; charts successfully used in presentation.

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Director needed dashboard charts (placement volumes, contractor spend) for client presentation. Support explained per-chart export; charts successfully used in presentation.

Problem: A client director wanted to export dashboard charts for a client presentation. Handling: Support explained the available feature: individual charts can be exported via menu as PNG image or CSV data, but whole-dashboard export is not yet available. Customer successfully grabbed the charts and used them in the presentation. Watch: Customers appreciated seeing their data visualised; this demonstrates value realisation through transparency.

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

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Updated 9 Oct 26

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created · Saskia Mendes 28 Jul 2025 13:57
Hi, Quick question on dashboards. One of our client-account directors asked if they can export dashboard data for a client review. We've got some good charts showing their placement volumes and contractor spend, but we need to get it into their slide deck. Can that be done without logging into the brain? Best, Saskia
public_reply · Bethan Lister 28 Jul 2025 16:03
Hi Saskia, Good question. You can export individual charts from a dashboard by clicking the menu on that chart, there's a download option. It'll give you a PNG image or a CSV if the chart has underlying data. Not a one-click export of the whole dashboard yet, but you can grab what you need. Does that help? Thanks, Bethan
public_reply · Saskia Mendes 30 Jul 2025 10:38
Perfect. That's exactly what we needed. The director was able to grab the charts and drop them into the presentation. The clients loved seeing their own data like that. Best, Saskia
status_change · Bethan Lister 11 Aug 2025 16:54
status_change · 15 Aug 2025 23:59

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