Dashboard Exports#

This procedure adds a dashboard export.

Note

A dashboard export can contain one or more dashboards. In the schedule for the dashboard export you can choose the dashboard data to include in the export, for example, based on specific widget data (resource type and resource attribute).

  1. In the Admin Portal, go to Dashboard Exports.

  2. Click the Plus icon (+) to add a new record.

  3. Fill out a name for the report.

  4. Select one or more dashboards to include in the export and move them between the transfer boxes, from Available to Selected.

  5. Select the export format, Excel or CSV.

    Note

    PDF export is reserved for future development.

  6. Add SFTP destinations, one or more, and for each SFTP destination, provide the following details:

    • Name (mandatory)

    • Hostname (mandatory)

    • Port (optional)

    • Username (mandatory)

    • Password (optional)

    • Destination directory (optional)

    Note

    You can choose to send the exported report to a SFTP destination or to a SMTP destination, or to both.

  7. Add SMTP destinations, one or more, and for each SMTP destination, provide the following details:

    Note

    An email server is required for SMTP destinations.

    • Name (mandatory)

    • SMTP server (mandatory)

    • From address (sender email address, mandatory)

    • To address (recipient’s email address, mandatory)

    • Copy to (recipient to copy, email address, optional)

    • Blind copy (recipient to blind copy, email address, optional)

    • Subject (mandatory)

  8. Save the report.

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