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Dashboard Designer: Filters (v2019.2+)

The Filters menu in the Dashboard Designer toolbar is where filters are created, modified or removed, and imported prompting report filters can be modified. Use the Filters menu to add interactive filter tiles to the Dashboard Canvas.

ExpressView: Exporting (v2021.1+)

ExpressViews are an easy way to display and visualize data. Exporting an ExpressView allows the contents of the report to be saved externally as either a PDF, Excel, RTF or CSV file, or as an Advanced Report.

Exporting Dashboards

You can export Dashboards in the form of Chained Reports, single multi-page documents. This article applies to versions of the application released prior to v2019.2.

Exporting Dashboards (v2019.2+)

Dashboards can be exported, scheduled and e-mailed as chained reports or as a snapshot with a likeness of the Dashboard as it appears on screen in a single page PDF.

Chained Reports

Chained Reports combine multiple reports into a single multi-page document. They are a convenient way to bundle related reports into a format suitable for printing or sending to a mailing list.