Exporting Reports and Dashboards

this document gives a brief overview of the various report and data export options introduction ashby supports exporting both reports and dashboards depending on the report type, different formats of data export may be available some reports support only a pdf export if there is a bespoke graphical format or table summary, but most support both image and raw data export in the csv format dashboards are available as pdf exports dashboard export export a dashboard as a pdf when viewing a dashboard from your home page, navigate to the dashboard first by clicking edit then select more > export to download the dashboard as a pdf screen cast 2022 11 21 at 7 18 41 am gif for view only users on your home page, click go to dashboard then select more > export to download the dashboard as a pdf screen cast 2022 11 21 at 7 23 54 am gif export reports directly from a dashboard when viewing any report from a dashboard, you can use the report’s menu to access the export or download options your menu will have two export options export image for visual reports export csv for table and custom reports if you select view type , you can change the format of the report this will update the export option if your dashboard is filtered, you will have the option to download the filtered subset of data as presented in the report screen cast 2022 11 21 at 7 30 50 am gif limitations of a dashboard pdf export truncated report results the dashboard pdf export is a visual snapshot of displayed results this can mean that some information is truncated for example, candidate pipeline or custom list reports often have very lengthy sets of information only the data visible in the dashboard’s report tile will be included in the dashboard pdf export report export export report visualizations for standard report visualizations, you will see export in the top right hand corner of the report from there you can select to export the image, with the option to select the file type, include the title, or set the exported image size screen cast 2022 11 21 at 7 46 20 am gif export raw data as a csv once you are viewing the report of interest in the results section, you can switch the view option to table and select export as csv screen cast 2022 11 21 at 7 49 10 am gif export passthrough reports passthrough reports involve a customized visualization which is available for pdf export the csv export includes the raw data that goes into the passthrough calculation, but given the complexity of the report configuration options, the exact passthrough report results do not easily fit into a csv format screen cast 2022 11 21 at 7 56 47 am gif exports not supported as of today at the time of this writing, two report types do not support convenient export https //app ashbyhq com/reports/explore/pipeline template report https //app ashbyhq com/candidate searches/new report both of these reports involve custom visual displays in table formats that do not lend themselves to convenient export formats the same underlying information can be generated through custom lists or other report types if you would like any assistance exporting the equivalent report information, please reach out to mailto\ support\@ashbyhq com automated delivery of reports if you would like to have report results automatically delivered to via slack or email, make sure to check out our docid\ fckr kkhnmjz6vuu3krvw feature at present, this feature supports delivery of report results from the custom list report type only