Click Printable PDF to create a printable PDF file of the current dashboard.
Click Printable HTML to create a printable HTML file of the current dashboard.
Click Export to Excel for the following menu options:
Click Export Current Page to export the current dashboard to an Excel file.
Click Export Entire Dashboard to export the entire dashboard to an Excel file. The export process may take a while.
Click Refresh to refresh the dashboard.
Click Create Bookmark Link to create a URL page link of the dashboard that you can copy from the address bar and send to someone. Note that the recipient must have access to the data to view the report.
Click Create Prompted Link to create a URL page link of the dashboard that you can copy from the address bar and send to someone. The link will include any prompts or selections you added to the dashboard. The recipient will need to click Apply to activate the link.
Click Save Current Customization to save the current customizations you made to the dashboard.
On the Save Current Customization window, complete the following information (Figure 3):
Enter a Name for the customized dashboard.
Select Save for Me. Save forOthers is not an option.
If desired, check the box Make this my default for this page if you want the customization to load every time you open the dashboard.