--- id: en/dashboard-reporting/how-can-i-export-a-dashboard title: "How Can I Export a Dashboard?" category: dashboard-reporting subcategory: create-manage-dashboards language: en updated_at: 2025-11-26 url: https://help.bidx.io/en/dashboard-reporting/how-can-i-export-a-dashboard/ --- # How Can I Export a Dashboard? ## Overview The dashboard export feature lets you create a structured file of your current dashboard for a time period you choose. You can export the dashboard one time or set up regular automatic exports ("Scheduled"). For consistent exports, you can customize branding – such as logo, primary and secondary color – in the presets to match your preferences. ## Accessing the Function You can find the export function in the main navigation under **Dashboards**. Open your chosen dashboard and in the action bar, go to the options menu and select **Export**. Then a dashboard export window will appear with the tabs **Single**, **Scheduled**, and **Presets**. ## Step-by-Step Guide ### Open the Export Dialog: Start or Schedule Export To start or schedule an export, first open the desired dashboard. In the action bar, click the three dots to open the options menu and select **Export**. The **Export Dashboard** window will open, showing the tabs **Single** (for one-time exports), **Scheduled** (for regular, automated exports), and **Presets** (for customizing branding and recipient email). ### Single: Trigger a One-Time Export - **Title**: Set a unique name for the export. Use **Use default title** to return to the suggested name. - **Time Period**: Select the desired period; with **Apply temporary date range** you can pick specific periods (e.g., promotion weeks). If no temporary range is available at the moment, you’ll see the notice **No range selected** – in this case, the last 30 days will be exported. - **Export Method**: Choose between **Email** (the export will be sent to your registered address) or **Direct Link** (you immediately get a download link to copy or open). Once you click **Export**, the export process begins. Depending on the chosen method, you will either get an instant link for download or receive the export file by email after a few minutes. If another export is already running, the system will show a notice and disable the button until the current export is completed. ### Scheduled: Set Up Automated, Regular Exports In the **Scheduled** tab, you can set up recurring dashboard exports. Add further recipient addresses for scheduled exports in the field **Additional email recipients for scheduled exports (BCC)**; separate multiple addresses with commas. - The **Scheduled Exports** table shows your current planned exports. Use the trash icon to remove entries. Create new schedules as follows: 1. **Select Dashboard**: Decide which dashboard should be exported regularly. 2. **Frequency**: Choose between **weekly** or **monthly**. 3. Confirm each new schedule using the plus icon. Exports are delivered at set times: - **Weekly exports** are sent on Tuesday for the previous week (Mon–Sun) - **Monthly exports** are sent on the 5th of the month for the previous month Not every combination of dashboard and time period can be scheduled more than once; already scheduled combinations are locked and cannot be selected again. ### Presets: Set Sender, Logo, and Colors In the **Presets** tab, you can tailor the branding and recipients for all your exports. Here you can: - Set or change the **default email** recipient - Upload a custom **logo** for your exports (shown in the preview) - Set the **primary color** and **secondary color** of your brand for the exports. Use **Use default color** to revert to system defaults - A **preview** instantly shows how your export will look After adjusting, save your settings with **Save**. The button is briefly disabled during saving and will confirm with **Saved** once successful. ### Completion and Results After a single export via **Email**, you’ll automatically receive the export file in your inbox. If you selected **Direct Link**, you can immediately copy or open the generated link. Scheduled exports will be sent automatically to the designated addresses according to the set schedule. ## Settings & Options - **Export** is only available when a specific dashboard is selected. - Manage central BCC recipient addresses via **Additional email recipients for scheduled exports (BCC)**. - Control central brand defaults and main recipients for all future exports in the **Presets** tab. ## Limitations & Special Notes - While an export is running, input fields and start buttons are temporarily disabled to prevent conflicts. - Note that a **Direct Link** can be used and shared immediately. Handle such links securely. ## Tips & Best Practices - Give each export a clear, concise title for easy identification later. - Use the **preview** feature to check if your branding and colors are correct. - For regular reporting, use the **Scheduled** function. Include BCC recipients to keep everyone informed. - Use **Direct Link** for quick ad-hoc downloads, and the **Email** option for archivable, traceable delivery. - With **Apply temporary date range**, you can flexibly select special evaluation periods, for example for your own campaign periods.