What this means
Analytics is most useful when the right people can see the right view at the right time. Sometimes that means a full dashboard PDF for a management meeting. Sometimes it means a single widget image in a chat. Sometimes it means a dedicated dashboard staying open on a workshop TV and refreshing during the day.
Before You Start
Check the dashboard date range, comparison setting, included business data, and any widget filters before exporting.
Use desktop for exports so you can see the full action set and verify the layout properly.
If the goal is a TV screen, build a TV-specific dashboard rather than reusing a busy analysis dashboard.
Export a single widget
Open the widget settings menu.
Choose Export As PNG when you need a quick image of one chart.
Choose Print / Save as PDF when you need a clean one-page handout or image export is limited by the browser.
Choose Export as CSV when the widget is table based and you need the raw values behind it.
Export a full dashboard
Open the dashboard Settings menu.
Choose Export dashboard as PDF.
Review the exported layout before sending it on, especially if the dashboard has many widgets or mixed business data.
Set up a workshop TV dashboard
Create a dedicated dashboard for the screen rather than reusing a detail-heavy manager dashboard.
Use fewer, larger widgets so the numbers can be read from a distance.
Keep the date range simple, usually Today, This week, or Last 7 days depending on the purpose of the screen.
Set an auto-refresh interval such as every 5, 15, or 30 minutes, or hourly for slower-changing dashboards.
Leave the browser signed in and full screen on the chosen dashboard.
Best Practices
Use PNG for a single visual, PDF for meeting packs, and CSV for row-level detail.
Keep TV dashboards simple and operational. Think large KPIs, line charts, status widgets, and capacity views.
Use a dashboard description so anyone opening a shared PDF knows what question the board answers.
Export after confirming no narrow investigation filters are still active.
Common setup mistakes
Using a dense analysis dashboard on a TV where nobody can read the small detail.
Sending a PDF that still includes a comparison or filter that was only meant for a quick investigation.
Expecting CSV from every visual widget. CSV is a detail export, not a screenshot export.
Troubleshooting
If Export As PNG fails, use Print / Save as PDF instead.
If the TV looks cluttered, reduce the number of widgets before resizing everything smaller.
If the dashboard is not refreshing as expected, reopen the auto-refresh menu and confirm a refresh interval is actually selected.