Export dashboard and cards to other formats (CSV, PNG) | Voters

Export dashboard and cards to other formats (CSV, PNG)

Hemant Kumar

We recently shipped Export to PDF. Spinning a separate thread for dashboard export to CSV and other formats

December 5, 2023

Lily Chan

Merged in a post:

Export from widgets to excel

Matt Tungate

You could do a lot of calculations, such as time from start of a task to completion of a task, if you could export lists or table view as a CSV.

April 9, 2024

telephonebasic

Can you please add JPEG

Lily Chan

Merged in a post:

Export Dashboard in JPEG

Janet Erxleben

Hi,

Can you please add JPEG export for Dashboard

February 5, 2024

Erlinda Somebang

A dashboard can contain different cards that can be in the form of a list. I appreciate if the cards in the dashboard can be exported into CSV or other formats.

Bryan Johnson

I would echo David Rawlings' concerns. Ideally it would be great if there were an optional setting in the export dialog that would allow scrollable lists to grow in length to accommodate contents without scrolling in a final PDF. That would allow us to control the look and feel and avoid falling back to an unformatted spreadsheet. A compromise might be an export to a formatted spreadsheet, as can be created in Excel or Google Sheets, that retains much of the formatting of the dashboard, but includes all the data. Salesforce has a solution like that for their reports.

Nathaniel Cassidy

Bryan Johnson: fully echo this. Without scrolling elements being tackled we might as well just use a screencapture tool.

David Rawlings

That is a good step forward, but if your dashboard has elements that go off the screen they get lost, as all that seems to be done is a screen dump. So if I have, for example, a list of overdue tasks and that has a scroll bar, not all the details will appear in the PDF.

Working in local government. where you need to be able to create 'printed' reports, not being able to generate reporting out of the system is the main reason I could not recommend we use something like ClickUp as our corporate solution.

Sandeep Kaur

This would be a big help, if we could show this as excel to Executives!

Hemant Kumar

Hi Team, I would like to know which are the top widgets where you still support for export (as CSV).

Bryson Buck

Hemant Kumar Tasks by assignee, any task list (i.e. overdue tasks), workload by status, tasks completed this week.

I would like to be table to take a widget and sent it to excel to slice up the filters individually.... staRt date to completion date (to see how long each task type takes) is another example not in widgets that excel could help us solve

Csaba Együd

I vote for Excel export of the TimeSheet widget with filtering and selectable columns. And persiestable settings (export profiles).

SRA BON

How we maintain this

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