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Export data

Owned by Former user (Deleted)
Last updated: Jan 19, 2024 by Denise McGettigan
3 min read

Permission to export and copy is set via individual Export checkboxes in profile settings. If you are an administrator, see Assign profiles to users for more information.

Rather than export data, you can copy data directly from the grid to paste into another application.

You can export data as an email, PDF or other file type. Whatever data is currently displayed on your screen will be exported, with some limits on the size of the dataset. 

Click the Export button in the top right bar above the grid, then in the Export window, select the required export file type and click Export.

Export limitations

If you try to export too many rows or columns, some export options in the dropdown list will gray out and not be available. For example, if you tried to export 70,000 rows you might only see the CSV option.

Very large exports may return an error message. If this occurs, check that you really want to export the entire dataset. You can filter or make selections and focus to reduce the dataset to the information you require.

XLSX exports support up to 1,048,576 rows and 16,384 columns.

Export file types

The options that are available depend on the type of analysis you are doing.

Option

 Description

 Use

Option

 Description

 Use

Print

Converts the data currently on your screen into a print-friendly format.

Only data can be printed. The status bar displays automatically.

Select Export > Print. Then follow your usual printing process.  

You can also select Options > Monochrome exports to export and print in 'black only'.

PDF
 

Exports as a PDF. 

Only the data is exported. Selections or period ranges may not be visible in the exported file. Formatting, such as red data for negative values, carries across.

Select Export > PDF. Different browsers will handle an exported file differently. You may be prompted to open or save the file, or it may appear at the bottom of your screen or in your downloads folder.

XLSX
 

Exports as a Microsoft Excel worksheet

Only the data is exported. Formatting such as red data for negative values carries across.

Sheet 1 of the worksheet contains the data and Sheet 2 contains information relating to the export such as selections and period ranges.

Select Export > XLSX. You may be prompted to open or save the file, or it may appear at the bottom of your screen or in your downloads folder.

See note on this page about limits on number of rows and columns.

 

CSV

Exports as a CSV (Comma Separated Value) file, a  file format commonly used as an alternative import/export format.

Select Export > CSV. You may be prompted to open or save the file, or it may appear at the bottom of your screen or in your downloads folder. See note about limits on number of rows and columns.

Email

Emails your current analysis (data, chart or map) to a specified recipient. Only users with a valid username and password will be able to open the hyperlink to view the data. Permissions also apply, i.e., if a user is emailed data they would not normally have permission to view, they won't be able to open the hyperlink.

The 'from' name will be your username and the reply address your email address.

Administrators may need to add SMTP settings for this feature to function correctly.  See Configure SMTP settings to send emails.

Select Export > Email. A screen will appear containing your own email address – you can replace this with another recipient's email address or enter multiple email addresses separated by a semicolon.

KML

Exports as a KML (keyhole markup language) file, a format used to display geographic data in an Earth browser or open source map. Use this option when exporting a map chart.

From a map chart, select Export > KML.

Image

Exports a chart as an image file. See Export a chart as an image.

From any chart, select Export > Image.

Embed View

Generates a link for embedding a favorite or dashboard into another website (such as an intranet, or another product) for authenticated users to view. See Share an embeddable favorite.

From any favorite, select Export > Embed View. A new browser window opens with an unique embeddable URL, which can be copied and shared.