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Exporting Data from CX Dashboards

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About Exporting Data

CX Dashboards allow users to export data for use outside of the dashboard. Data can be exported or emailed as a PDF, JPG, PNG, or CSV file.

Qtip: Which of these export and email options your dashboard users have access to are controlled by user and / or role permissions. See how to share dashboards with individuals or with entire roles.

Attention: The Respondent Funnel does not allow data to be exported in CSV format. CSV export is currently supported for survey response data only.

Qtip: The dates displayed in dashboard data and the dates used to determine when emails are scheduled correspond to the dashboard’s set time zone.

Downloading Dashboard Pages

Dashboard exports generally respect the default filters set for the dashboard, unless you have adjusted the filters. The page you export will respect any filters you currently have applied instead of the filters set as the default. If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.

Example: Your dashboard administrator added filters so that every page of your dashboard shows the last week’s worth of data by default. While looking at the data, you filter the Summary and the Demographics page to show today’s data. On the Summary page, you decide to export the data. In the export, the Summary page show’s today’s data, but the Demographics page shows the last week’s data.
  1. Navigate to the Dashboard you want to export.
    Inside a dashboard. Selecting the export button in the upper-right
  2. Click on the Export button.
  3. Select Download Dashboard.
  4. Select the file type and other settings you want to use for the export. We’ll explain these options in depth below.
    Export Options window opens

    Qtip: For PDF and JPG export formats, we recommend designing your dashboard to display your widgets in a grid layout. If your widgets aren’t configured in a grid format, your export will have extra white space surrounding your widgets. For more information about how to rearrange the widgets in your dashboard, read the Resizing & Positioning Widgets section.
  5. Click on the Export button.

Export Options

Window opens over dashboard with options listed below

  • File Type: Can be PDF, JPG, CSV, or TSV.

PDF-Exclusive Export Options

  • No Page Breaks: Eliminate page breaks in your PDF. This removes paper size and orientation settings.
  • Paper Size: In inches. Standard printer paper sizes included.
  • Orientation: Portrait or landscape.
  • Margin: In inches.
  • Select Pages: Select the specific pages of the dashboard that you want to export. By default, only the page you’re on is selected.
  • Zoom: Can select from a list of preset options, or Custom to set a custom percentage. The minimum zoom you can set is 50% and the maximum is 150%.

PDF and JPG Export Options

JPG exports only show the selected dashboard page.

  • Hide Filters: Select to hide filters from the export. This doesn’t remove filter effects from the data in the export; instead it hides the filters being used from the top of the exported page.
  • Hide Header: When deselected, you will see the name of the dashboard at the top.
  • Hide Page List: When selected, exports the dashboard page without the name of the page. When deselected, shows the name of the dashboard page in the selected orientation (either to the left or top).

CSV and TSV Export Options

CSV and TSV exports contain data for all the fields mapped in the dashboard, and are only filtered by role restrictions.

  • Data: Determine whether you want to export all the survey data mapped to the dashboard, the ticket data, or the action planning data.
  • Limit Results: Limit how many responses should be included in the data. By default, this will be the total number of responses in the dashboard. If you choose a smaller value, the results will be limited to the newest data.
  • Remove Line Breaks: Remove line breaks from open text data.
  • Include Filter Selection: Adds another header above the columns of data that specifies the filter selection used in the dashboard.

Email Dashboards

Email Dashboard allows you to email static versions of your dashboards to individuals with or without a Qualtrics account. These emails contain the version of your dashboard at the time the email sends.

Qtip: To send a dynamic version of your dashboard that updates as new data is collected, try sharing your dashboard instead.
Attention: There is a 20MB limit for CSV files attached to dashboard emails. If your CSV exceeds this limit, the email will not send.
  1. Navigate to the Dashboard from which you want to export.
    At top, Choose Dashboard from Dashboard dropdown. Export button on upper-right
  2. Click on the Export button.
  3. Select Email Dashboard.
  4. Choose who to send this email to. If you click the To field, you can choose from a list of users or Roles who have access to the dashboard, or select New Email(s) to add other email addresses to send to.
    To field with a user entered

    Attention: When a dashboard is emailed to an existing user or role, the dashboard data will reflect the permissions of the recipient.

    When a dashboard is emailed to a new email without access to the dashboard, the dashboard data will reflect the permissions of the sender.

  5. Enter a desired Subject.
  6. Choose the dashboard page you wish to share.

    Attention: Ticket Reporting pages cannot be exported to CSV format in recurring emails.
  7. Choose the desired frequency for when to send the dashboard.
    When dropdown
  8. If Recurring Email is selected, specify either Weekly or Monthly distributions.
    Select Date dropdowns
  9. Choose a time.
    Time and Timezone dropdowns
  10. Add an optional message if desired.
    Message body text box
  11. Determine if you want to Attach report and include a PDF of the page, or if you want to just Include widgets in email body, which will include the widgets as JPG images in the body.
  12. If Include link to dashboard is selected, the email will include a link to the dashboard.
    Qtip: If the respondent has not been given access to the dashboard, then the email will not contain a dashboard link.
  13. If Include currently applied filters is selected, the filters you are adjusting in the dashboards will be applied to the emailed data. If deselected, the data will export with whatever default filters are applied. Default filters are filters that are applied by dashboard Admins when editing the dashboard, and they are automatically applied for all dashboard users. See Adding Filters for more information about default filters.
    Attention: If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.
  14. If you want to test the email, click Send me a test email. This will only send the email to the address associated with your account.
  15. Click Send Email or Schedule Email.
    Send Email or Schedule Email button

Adding, Removing, and Updating Scheduled Emails

You can have as many recurring emails set up as you desire. Click New Email on the lower-left to add another.

Attention: Any filters applied to your dashboard at the time the recurring email is scheduled will apply every time the recurring email sends. If you want to change the dashboard filters being used in a recurring email export, you will need to recreate your recurring email.

New Email in green, Delete in red, and Update in blue along the bottom

You can manage existing recurring emails from the Email Dashboard window. Select an email along the left to edit. You can change any detail you desire. Click Update on the lower-right to save the changes.

Click Delete to delete the email and stop it from going out.