Exporting and Printing Datasets

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Sometimes datasets need to be emailed or printed for non IntelliBoard Users, or individuals outside of your organization to have access to the information.

To export or print a dataset:

  1. Open the dataset you wish to export or print in your “My Datasets” tab. If you open in the “Library” tab, the “Share” button is not accessible.

  2. In the Dataset you wish to export or print, click on the “Share” button drop down menu in the top right corner.

  3. Click on “Print” to print the report

  4. Click on “CSV” to download the data as a CSV format

  5. Click on “XLS” to download the data as an XLS format

  6. Click on “PDF” to download the data as a PDF format

  7. Select the columns you wish to appear in the report under the “Show Columns” drop down menu. It will default to show all columns in the report.

  8. Click the “Export” button.

exporting dataset.mp4

Frequently Asked Questions:

Yes, with Notification Creator, you can schedule specific reports to automatically send individuals copies via email. Learn more about Notification Creator here.

https://intelliboard.atlassian.net/wiki/spaces/KB/pages/2294087684

Learn more about email a dataset with Notification Creator here.