‎Dashboard & Widget Exports | Sprinklr Help Center

Dashboard & Widget Exports

Updated

3 months ago

Effortlessly Export Data from Reporting Dashboards and Widgets for Rapid Insights

With Sprinklr's Exports feature, exporting data from Care Reporting Dashboards to gain rapid insights has never been easier. You have the flexibility to tailor your export to your preferences by choosing the file format and layout that suits you best. Sprinklr's Exports supports a range of file formats including PDF, Excel, PNG, and CSV. In this article will alk you through the ways you can manually export data from the reporting dashboards.

Note

There is a limit of 50,000 exports per day.
For exports that include Twitter, you will only be able to export the message ID.
Both of these restrictions are in compliance with developer standards on a number of social channels.

To Export Reporting Dashboards

1.Click the New Tab icon. Under the Sprinklr Service tab, click Reporting within Analyze.

2.Select the desired dashboard from the Dashboards Home window.

3.Click the Options icon in the top right corner of the Reporting Dashboard, and select Export.

4.On the Export Dashboard pop-up Select the Dashboard Sections to Export from the given options.

5.Under File Format, select the file format you want to export. Note that the PDF is preselected. You can select from the following options:

PDF - For this file format, you can select the PDF Layout (Portrait or Landscape) and Number of PDFs (One PDF per tab or Single PDF for all tabs).
EXCEL - For this file format, you can select the Excel Structure (Every widget in separate sheet or All widgets in a single sheet).
PNG
PPT

6.Click Export in the bottom-right corner.

Note

By default, Excel exports have a row limit of 25,000. To increase the row limit, please work with your Success Manager.
You will receive an in-platform notification when your export is ready for download, which will be available in a .zip file for PNG, PDF, and PowerPoint formats.

To Export Individual Widgets:

Click the Options icon in the top right corner of the desired Widget, and select Export.

To Perform Advanced Export

On the Export pop-up window, click View Advanced & Scheduled Export Settings.
On the Export Dashboard window, you can customize your export by selecting the file format, layout and scheduling details.
Click Export in the bottom right corner.

Note:

While trying to export reporting data in XLS, Sprinklr shows you notification, in case the data to be exported is more than the export limit defined for you.

Advanced Export Dashboard — Field Descriptions

Dashboard	Name of the dashboard you are exporting.
Date Range	Select the date range of the data you want to export. Note that different date range options like Yesterday, This Week, Last Week, Last 7 Days, Dynamic Range, etc. will roll as time goes by. Whereas, a Custom Range selection will be static and will not change as time goes by. For Dynamic Range, enter the value in for Duration (hours or days or week or months) and the end time for the duration from the given dropdowns.
Filters	Apply dashboard filters - Select to export dashboard with already applied filters. Apply new set of filters - Select to apply the desired filters to the dashboard you are exporting.
Select the Dashboard Sections to Export	Select the Dashboard Section(s) you wish to export.

Add Image	Add an image for the cover page of your exported file. You can preview the changes on the right. Export Cover: Toggle to enable/disable the export of your dashboard cover.
Export Type	Select export as Excel, PDF or PNG format. When you select Excel, you will have an option to export Every Widget in separate Excel Sheets or export All widgets in a single Excel Sheet. You can select HTML or None as Email Embed Format. Note that by default, Excel exports have a row limit of 25,000. To increase the row limit, please work with your Success Manager. When you select PDF, you will have an option to select the orientation (Portrait or Landscape). When you select PNG, you will have an option to select HTML or PNG as Email Embed Format.
Export Name	Choose title on the cover of Exported File and of the Scheduled report.
Format Your Export	Select the format of your export file as desired.
Widget View in Export	It applies to widgets with Range Slider on either Y or X-axis for a PDF or PNG or PPT export type. You can select the following options: Default View Expanded View
Storage options	Select a storage option for your export file: Default FTP/SFTP

Amount of Data	It is pre-selected.
Data Labels	Select from the following: As on Dashboard - Show data labels that are visible on the dashboard. Hide for All Widgets - Exclude data labels on the dashboard that are shown on tooltip. Show for All Widgets - Include data labels that are not visible on the dashboard but are shown on tooltip.

Tags	Enter your export tag(s).
Schedule	Select the schedule for your export. You can select from the following options: Download Immediately Minutes Hourly Daily (Include Weekend) Daily (Exclude Weekend) Weekly Monthly
Add End Date	Provide an end date.
Recipients	Select from: Select Users/User Groups within Sprinklr. Add Email address for external users.
Guest	Select Guest Users / Guest User Groups from the drop-down menu.
Send me a copy of export	Toggle to send yourself a copy of the exported file.
Subject	Enter your email subject.
Sender	Enter the sender of the email.
Reply to	Enter the email address the replies should be sent to.
Email Footer Note	Enter a note. This will be included as an email footer in the export.
Contextual Data	Toggle to only send user's respective Locations data in exports from the dashboard (personalized rendering).
Scheduling Status	Toggle to enable or disable the scheduled export.