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 Email Groups.

    To export to SFTP, you’ll need to have a SFTP server set up. See:

    Add a SMTP Server

  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).

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