Tile and dashboard actions
You can download an individual tile from its ⋮ menu. To download the full dashboard, use the download option in the bottom-left corner of the dashboard.
The menu also shows how many filters are applied and the “Query ran…” timestamp so you know how current the data is.
Downloading
You can download at two scopes — an individual tile from its ⋮ menu, or the full dashboard from the dashboard’s own menu. In either case, pick a format:- PDF — great for sharing a polished snapshot; options for paper size, single-column layout, and expanding tables.
- PNG — an image of the dashboard or tile.
- XLSX / CSV — the underlying data for your own analysis (a CSV download packages each tile as its own file).
Alerts
Alerts can be created from an individual tile using its ⋮ menu or for an entire dashboard from the options in the bottom-left corner. Alerts notify you only when a specified condition is met, such as when results change or new results are returned, so you can focus on exceptions instead of checking dashboards manually.Scheduled delivery
Schedules deliver content on a recurring frequency (daily, weekly, or a custom cadence) to a destination such as email. Pick the format (PDF, PNG, XLSX, CSV), the timezone, and which filters to apply. You can schedule from an individual tile using its ⋮ menu or for an entire dashboard from the options in the bottom-left corner.Because data refreshes daily, scheduling a morning delivery gives you yesterday’s complete numbers.
FAQ
Why doesn't my export match what I see on screen?
Why doesn't my export match what I see on screen?
Confirm the filters and date range were the same, and check the “Query ran…” timestamp — the data refreshes daily.