In Tines, you can export both individual dashboard items or your entire dashboard. This article guides you on how to do this on either a one-time or recurring basis.
Read our introduction to dashboards here.
Exporting
Individual graph
To export an individual dashboard item, click on the three dot options button on your graph and click ‘Export as image’.
Entire dashboard
To export an entire dashboard, click on the three dot options button at the top of your dashboard and click ‘Export as image’.
Export options
Once you select your item for export, you can apply your preferences.
Preference options include:
Graph background color
Light or dark mode
Graph size options
Snapshot
You can also email a PDF snapshot of your dashboard on a daily or weekly basis to a list of emails.
In the toolbar at the bottom of your dashboard, click on ‘Snapshots’.
Give your snapshot a name and add your recipients.
Note: If you are adding multiple recipients, separate the email addresses with a comma.
Set how often and when you want your snapshot to run.
Finally, select which charts to include in your snapshot.
You can preview your snapshot before saving.
Learn more about dashboards in our docs.