With Virtuous BI, there are several ways to download the information you need, whether it's from a report built by Virtuous or your team. You can also download filtered data!
Here is a brief overview of these options:
-
Downloading from a specific Visualization
- Filtered and unfiltered data
-
Downloading an entire Dashboard (or Report Page)
- Filtered and unfiltered data
To get started, go to Reports > Virtuous BI.
Select the report you would like to download.
Exporting a Specific Visualization
Choose the Visualization you would like to download. You may choose to filter this data first or download as it is.
Then, click on the 3 dots in the upper right corner of it. You will have several options for exporting:
Exporting a Whole Dashboard (or Report Page)
You may choose to filter this data first or download as it is. On the report screen, go to the bottom left corner of the screen and click the icon next to the tab of the Dashboard you wish to export.
From there, you'll be prompted to choose if you want to download the entire workbook, a specific Page, or even a single visualization. Additionally, you'll have the option to email yourself the report instead and choose portrait or landscape orientation with all of the elements on this Report.
If you choose to Export the Page via Email, you'll enter any recipients and customize the subject and message of email. Make sure to select all Pages and visualizations in the report you wish to attach. And lastly, you'll be asked if you'd prefer to run the queries used in the report with the permissions of each recipient or if you'd prefer the file was sent as a .zip rather than the PDF/PNG directly.
Now that you know how to download your report, check out our guidance on scheduling your exports!