Exporting Reports and Dashboards

this guide gives a brief overview of the various report and dashboard export options overview 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 and some support raw data export in the csv format dashboards are available as pdf exports dashboard export export a dashboard as a pdf click on your dashboard to open it then select more > export to download the dashboard as a pdf a dashboard with the export option highlighted if you are accessing the dashboard from a pin on your home page, click the edit button on the dashboard to be taken to the dashboard view that allows you to export a dashboard within the views section of the home page with the edit button highlighted if you have view only access to the dashboard, click go to dashboard instead 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 reports directly from a dashboard when viewing any report from a dashboard, you can click the three dots, then go to report to view the report and export it if your dashboard is filtered when you click go to report , those dashboard filters will be applied to your report too an export option will show in the top right corner of the report, underneath the more button a bar chart report with the export option highlighted the following options will show for exporting on the following pop up if your report is a visual report (bar chart, pie chart, etc), then you will be able to export your report in png, svg and pdf formats the popover with file type options for a visual report export you will also be able to include or remove the title from the export and determine the size click export to then export the report with your configured settings you can change the format of the report in the visualization section of the report this will update the export export raw data as a csv if you are exporting a table report that isn't a passthrough report, then clicking the export button when viewing the report will export the report in a csv format you will not see a popover to configure further settings export passthrough reports passthrough reports involve a customized visualization which is available for pdf export only 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 when you click export on a passthrough report, the pdf will be exported immediately like with custom list reports, you will not have any export setting options exports not supported as of today at the time of this writing, two report types do not support convenient export candidate pipeline https //app ashbyhq com/reports/explore/pipeline template reports candidate list https //app ashbyhq com/candidate searches/new reports 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 in an exportable format automated delivery of reports if you would like to have report results automatically delivered via slack or email, make sure to check out our alerts docid\ fckr kkhnmjz6vuu3krvw feature