Objectives:
- Download Dashboard widgets/charts
Steps:
Users can download dashboard widgets and charts as images, making it easier to save and share visual data insights. Here's how:
Access the Dashboard: Open the Reports module from the navigation menu.
- Select the desired dashboard from the dashboard list, such as the Management Dashboard, Document Dashboard, or Time Entries Dashboard.
- For dashboards like Management or Document, locate the Download option within each widget.
- Click it to download the chart as a PNG image.
- For Time Entries and Litigation Dashboard: Click the three-line menu icon within the chart. and choose from the available download options: CSV, PNG, or SVG.
Additionally, you can export the entire dashboard page as a PDF for comprehensive sharing.
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