Print a dashboard report or widget data

You can generate a "snapshot in time" of the data currently displayed on a dashboard or in a widget as a report in a file. You can then print the file and take hard copies of it with you for in-person sharing, or send the file electronically to individuals who can then print the file on their local printer.

Note: 

  • You must have a designer role assigned to you in the ESO Insights module to download data to a file for printing or emailing. You can only email information for dashboards you are the owner of.

    Information on role assignments is available in Assign user roles in the ESO Insights module.

  • Be aware that PDF files truncate any table at 25 rows, even if there are more rows of data in the table.

  • A "heavy" dashboard is one composed of 16 widgets, including a pivot table. Treemap widgets are especially heavy, often requiring as much time to export as five other widgets. If your dashboard includes a single treemap, consider it heavy at 12 widgets. Exporting the data for a heavy dashboard to a PDF file can take as long as 30 seconds.

  • While distributing a PDF of your dashboard can be useful in a presentation, it may be far more useful to open the live dashboard and dive deeper into the data as needed, which a PDF file does not let you do.

 

  1. Follow the instructions for downloading the dashboard data to a file, as described in Download dashboard data to a PDF file.

  2. Navigate to your download location and locate the file containing the dashboard report, named <dashboard name> <date>.pdf.

  3. Open and print the file as you normally would.

    Tip: To maximize the data displayed on a page, change the paper size to A2 and the orientation to Landscape.

Depending on the type of widget you want to print from, different file formats appear for you to choose from.

  1. Follow the instructions for downloading the widget data to a file, as described in Download widget data to a file.

  2. Navigate to your download location and locate the file containing the widget data, named <widget name> <date>.<file extensions>.

    If you had not given the widget a name yet, the file has a generic name, such as widget_629514feb7d48b0036665ca87.pdf.

  3. Open and print the file as you normally would.

    Tip: To maximize the data displayed on a page, change the paper size to A2 and the orientation to Landscape.

You can send the contents of a dashboard in a secure, encrypted email whenever needed, and you can configure a recurring email subscription that automatically sends the dashboard information either daily or monthly, at a specific time of day.

  1. Follow the instructions for downloading the dashboard data to a file, as described inEmail dashboard information.

  2. Navigate to your download location and locate the file containing the dashboard report, named <dashboard name> <date>.pdf.

  3. Open and print the file as you normally would.

    Tip: To maximize the data displayed on a page, change the paper size to A2 and the orientation to Landscape.