How do I export data from a dashboard?

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Penmaen Software · How do I export data from a dashboard?

Ffion asked how to export dashboard data to send weekly summaries to her team but could not find the option. Connor showed her the menu export feature; Ffion confirmed it works for CSV and PDF.

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What happened

What this says

Current to 13 Oct 26

Ffion asked how to export dashboard data to send weekly summaries to her team but could not find the option. Connor showed her the menu export feature; Ffion confirmed it works for CSV and PDF.

Problem: Ffion could not locate the dashboard export feature. Handling: Connor explained the three-dot menu export option; Ffion found it and confirmed it works for CSV and PDF. Watch: Positive outcome; customer is creating internal reports.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)100

CSAT5

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public_reply · Ffion Rees 27 Jun 2025 13:18
Actually, I think I may have found it under the dashboard menu. Let me explore that option.
created · Ffion Rees 27 Jun 2025 13:29
Hi, I'm trying to work out how to export the data from a dashboard I've built. I want to send a summary to my team each week but I can't see an obvious way to get the data out. Is this something that's available? Thanks, Ffion
public_reply · Connor Webb 27 Jun 2025 15:09
Hi Ffion, great question. So you can export the dashboard view by clicking the menu icon in the top right of the dashboard, then selecting Export. You'll get options to download as CSV or PDF. Does that work for you? Thanks, Connor
public_reply · Connor Webb 30 Jun 2025 10:04
Just checking in. Were you able to export the data? Let me know if you need any help with the next step. Thanks, Connor
public_reply · Ffion Rees 2 Jul 2025 10:32
Perfect, found it. Works exactly as you described. Really helpful. Thanks Connor.
status_change · Connor Webb 4 Jul 2025 11:38
status_change · 8 Jul 2025 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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