How do I download Charts in the Intelligence Dashboard?

Updated on April 4, 2022 07:47AM by Admin

The charts are visuals that show relationships between data and are intended to display the data in a way that is easy to understand and remember. A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways. You can download the charts in CSV format by following the above steps.

Steps to Download:

  • Log in and access the Opportunities app from the universal navigation menu.
  • Click on the Dashboard dropdown and select the dashboard, you want to download. You can also create a new dashboard chart and download it in CSV format.
  • Here, I would like to download the existing dashboard pie chart “Opportunities Stages”.
Opportunities-Pie Chart
  • Click on the More icon which is at the top right corner and select the Download CSV button.
Opportunities-PC Download CSV
  • Now the Dashboard pie chart’s data is downloaded in CSV format as shown below.
Opportunities - PC data