How do I export and save dashboard filters?

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Fenmoor Specialty Underwriting: documents · How do I export and save dashboard filters?

Callum Reid asked how to export dashboard data and save filters for daily reuse. Bethan Lister explained the export button and filter-save functionality; the customer confirmed it works.

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Current to 10 Oct 26

Callum Reid asked how to export dashboard data and save filters for daily reuse. Bethan Lister explained the export button and filter-save functionality; the customer confirmed it works.

Problem: Customer needed a daily workflow to export filtered dashboard data without rebuilding it each time. Handling: Bethan provided clear instructions on using the dashboard builder export button and saving filters, which the customer successfully implemented and confirmed working the same day.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)427

CSAT2

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created · Callum Reid 15 Apr 2025 08:49
What I need is a way to export the capacity provider submission data from the dashboard every day without having to rebuild the whole thing. We've built a dashboard showing current submissions with the fields they need. How do I save the filters and export the results each day?
public_reply · Bethan Lister 15 Apr 2025 15:56
Hi Callum, Just so I've got this right – you want to build a dashboard with the fields capacity providers need, save the filters, and download the data as CSV each day. Here's how: Build the dashboard with the fields you need on the dashboard builder. Use the export button at the top to download as CSV. Save the filters so you're always exporting the same view – next time you open that dashboard, the filters will still be there and you won't need to rebuild it. Can you try that and tell me what you see? Thanks, Bethan
public_reply · Callum Reid 16 Apr 2025 12:43
Done. The export button's there, filters are saved, I can export and get the CSV. That works for what I need. Callum
status_change · Bethan Lister 24 Apr 2025 13:03
status_change · 28 Apr 2025 23:59

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