---
sourceDocument: Yokohama Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/now-intelligence

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Export a Platform Analytics dashboard

# Export a Platform Analytics dashboard {#ariaid-title1}

* Release version: Yokohama
* 
* Updated June 4, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Export a Platform Analytics experience dashboard to PDF or Microsoft PowerPoint.

## Before you begin

Role required: Any, if the user has access to the dashboard.  
Note:  
* This task only applies to dashboards created in the inline editor. Technical dashboards do not have the Export option in the More actions menu. For more information, see [Technical dashboards compared to inline dashboards](https://www.servicenow.com/docs/vjGNE9JsS6ZERSaL5X9p8Q "The inline editor produces dashboard components with events and page properties preconfigured. The technical editor allows for a full range of UIB components but requires more backend configuration.").
* Dashboards can be exported only as PowerPoint and PDF, however, in a dashboard some of the data visualizations can't be exported, as shown in the following table:  
  {#export-pae-dashboard-ppt__table_nny_gp5_zjc__entry__3}

  | File type | Supported DV type | Unsupported DV type |
  |-|-|-|
  | PDF | * Pivot tables * Lists * Other data visualizations {#export-pae-dashboard-ppt__ul_ev3_th5_zjc} | * Calendar reports * Indicator scorecards * Geomap * Non-data visualization dashboard elements, like Headings {#export-pae-dashboard-ppt__ul_wry_c35_zjc} |
  | PowerPoint (PPT) | * Pivot tables * Other data visualizations {#export-pae-dashboard-ppt__ul_wvk_h35_zjc} | * Calendar reports * Indicator scorecards * Geomap * Non-data visualization dashboard elements, like Headings {#export-pae-dashboard-ppt__ul_bnt_335_zjc} |
  [Table 1. Supported export formats for Dashboards]

  {#export-pae-dashboard-ppt__table_nny_gp5_zjc}
* Content is not necessarily exported in the order it appears on the dashboard.
* Depending on your entitlements, you may be able export a dashboard conversationally through the Now Assist panel. See [Export dashboards and data visualizations from the Now Assist panel](https://www.servicenow.com/docs/1oDAmPxGo6PybDgHrfvdVA "Export or schedule the export of dashboards and data visualizations conversationally through AI instead of going through the Platform Analytics user interface.").
* Dashboards exported to PowerPoint include the title above and the description below each visualization in an editable format if this information is provided in the source visualization.

{#export-pae-dashboard-ppt__ul_dg1_nck_ydc}

## Procedure

1. Navigate to AllPlatform AnalyticsDashboards.
2. Select the dashboard that you want to export.
3. Select the dashboard's More actions menu ![More action icon]() and choose Export.  

4. In File type, select PDF or PowerPoint.
   1. If you are exporting to PDF, specify the page format and orientation.  
      Any filter values set on the dashboard at the time of export apply to the export.
   2. If you are exporting to PowerPoint, you can set the following options:  
      {#export-pae-dashboard-ppt__table_vxw_nnz_d2c__entry__2}

      | Option | Description |
      |-|-|
      | Export all tabs | If the dashboard has more than one tab, you can select whether to export them all or only a subset. Default: On |
      | Export all visualizations in the top layout | If the dashboard has more than one tab and you are not exporting them all, you can set whether to export any visualizations that are in the layout outside the tabs. |
      | Select tabs: | If you are not exporting all tabs, select each tab to export. |
      | Export with applied filters | You can select whether to apply to the export any values that have been set in filters on the dashboard. For example, say your dashboard has an Incident Category filter and a single-score visualization showing the number of incidents. With nothing chosen in the filter, the visualization shows 6884 incidents. With the Software category chosen in the filter, it shows only 5278 incidents. Now you export the dashboard with Software chosen in the filter. If Export with applied filters is on, the slide for that visualization shows 5278 incidents; with it turned off, it shows 6884. Default: On |
      [ ]

      {#export-pae-dashboard-ppt__table_vxw_nnz_d2c}  
      Note:  
      For PowerPoint, the export creates a separate slide for each visualization in the dashboard, not one slide for each tab on the dashboard.
   {#export-pae-dashboard-ppt__substeps_w2k_mnz_d2c}
5. Choose the delivery method, Download file or Send via email.  
   {#export-pae-dashboard-ppt__table_bkn_v1z_ddc__entry__2}

   | Delivery method | Result |
   |-|-|
   | Download file | When the export is complete, you are prompted to download the export. |
   | Send via email | Choose the users to send it to. You can select only users on your instance. Security constraints may restrict who you can email. You must specify a subject, and you can add a message. |
   [ ]

   {#export-pae-dashboard-ppt__table_bkn_v1z_ddc}
6. Select Export.

## Result

The dashboard with selected tabs and filters is exported to a PDF or PowerPoint file and delivered by the chosen method.
**Related tasks**   

* [Create a dashboard with the in-line editor](https://www.servicenow.com/docs/0OeQ9YmxTKXTU07mNP_l8w "In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can create elements and add existing elements from the inline editor.")
* [Edit Platform Analytics dashboards](https://www.servicenow.com/docs/PYLzKPfAfNXHTmYrNoTMLA "You can edit dashboard and dashboard tab information in the inline editor. If the dashboard has been shared, any changes you make are applied globally.")
* [Share a Platform Analytics dashboard](https://www.servicenow.com/docs/6PD6PIK~BXYXDLADgdfaTQ "Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights.")
* [Duplicate a Platform Analytics dashboard](https://www.servicenow.com/docs/~gkHf3~SWeVzp4E0Nl0TQg#duplicate-db "Duplicate a dashboard created in the inline editor so that you can share a modified version with different users.")
* [Print a Platform Analytics dashboard](https://www.servicenow.com/docs/KyAyUWXcpWusSl0UQGQsxA "To print a dashboard, create a printer-friendly copy and print that copy from your browser.")
* [Schedule the export of dashboards and data visualizations](https://www.servicenow.com/docs/c91X6etCeyTYqMzQVz~hhA "Automate the export and mailing of dashboards and data visualizations. Help colleagues build presentations, share information with external users, or track data over time.")
* [Bookmark a Platform Analytics dashboard](https://www.servicenow.com/docs/b1apqi_ThJeD5xx_87aIYg "Bookmark a dashboard so that you can find it easily in the Analytics Center.")
* [Delete a Platform Analytics dashboard](https://www.servicenow.com/docs/baCFBMWMere6MFJnJNvfWQ "You can delete a dashboard that is no longer useful. The Analytics Center invokes the Workflow Studio to remove the dashboard from your instance.")

*[\>]: and then


