.. _dashboard-exports:

Dashboard exports
--------------------

This procedure adds or updates a dashboard export instance. 

.. note:: 
    
   Automate allows for dashboards, including dashboard data, to be exported to an email address and/or 
   to a target SFTP destination.

1. Go to **Dashboard Exports** to open the list view of existing dashboard exports. 

   .. note:: 

      Dashboard export instances can only be modified by the user who created it or by the upper level user.

2. To add a dashboard export instance, click the toolbar Plus icon (+). 
3. At **Name**, fill out a name for the export instance. 
4. In the **Available** transfer box, select one or more dashboards to export, then click the 
   right-pointing arrows to move these dashboards to the **Selected** transfer box. 
5. Select export format, either of the following: Excel or CSV 
6. Choose an target destination, either SFTP and/or SMTP (email) destinations:

   .. note:: 

      At least one destination is required, either SMTP/SFTP. To export to SMTP, set up email. See 
      :ref:`email-setup`. 
      
      To export to SFTP, you'll need to have a SFTP server set up. See:

      .. raw:: html
      
         <a href="platform/license-distributing-reports-v5.html#add-a-smtp-server">Add a SMTP Server</a>
      
      .. raw:: latex
      
         Add a SMTP Server in the Licensing and Subscriber Data Export Guide

7. Click **Save** to add the dashboard export. 
8. You can execute the export or add a schedule for the export.

   .. note:: 

      Dashboard export is executed in the RBAC context of the user who created it (in accordance with 
      the hierarchy at which the export instance is created).


.. rubric:: Related topics

* :ref:`schedule-dashboard-export-report`