You can now export data from BI Builder dashboards to the desired format: XLSX, CSV, or JPG. This allows you to share data with your team or use it in other applications.
To download a dashboard, go to CRM > BI Builder > My dashboards. Select a dashboard and click Edit.
Once the dashboard is open in BI Builder, select a chart, click the three dots (...) button, choose Download, and then select the format you want.
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Export to .CSV: Ideal for quick data sharing without formatting and complex structure. The file will be saved as .csv.
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Export to Excel: Good option when you want to collaborate further on the data in spreadsheet form. The file will be saved as .xlsx.
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Download as image: Converts your chart into an image, useful for including in presentations, documents, or on your website. The file will be saved as .jpg.
To illustrate, let's download a chart with the number of leads in XLSX format. It will be saved to your computer as a spreadsheet.
If your chart includes multiple metrics, it will be downloaded as a ZIP archive with separate spreadsheets for each piece of data.
In brief
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You can now export data from BI Builder dashboards to the desired format: XLSX, CSV, or JPG. This allows you to share data with your team or use it in other apps.
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Select Export to .CSV for quick data sharing without formatting and complex structure.
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Select Export to Excel when you want to collaborate further on the data in spreadsheet form.
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Use the Download as image option to convert your chart into an image. It is useful for adding it to presentations, documents, or your website.