Export a visualization from the Visualization Designer

  • Release version: Yokohama
  • Updated May 2, 2025
  • 2 minutes to read
  • Export individual data visualizations to various formats and sizes. Download the exports or share them over email.

    Before you begin

    Role required: You can export any visualization that you created or that was shared with you. Users with the admin or viz_admin role can export any data visualizations.

    About this task

    Not all visualizations support all output types. Some export options shown in the UI for a visualization may not be valid. Please consult the following table.
    Table 1. Supported export formats for different data visualization
    Supported data visualization export formats
    Calendar reports, Indicator scorecards, Pivot tables, Geomap None
    Lists PDF, Microsoft Excel (.xls or .xlsx), Embedded LIST
    Other data visualizations PowerPoint, PDF, PNG, JPEG, Embedded PNG
    Non-data visualization dashboard elements, like Headings Not applicable

    Data visualizations exported to PowerPoint include the title and the description if this information is provided in the source visualization.

    Note:

    If you have any Now Assist applications installed, you can probably export a dashboard conversationally through the Now Assist panel. See Export dashboards and data visualizations from the Now Assist panel.

    Procedure

    1. Navigate to All > Platform Analytics > Library > Data Visualizations.
    2. Select the visualization that you want to export.
    3. From the More actions menu (More actions menu icon), select Export.

      Export option in More actions menu
    4. In the File to export section, configure the following information.
      Field Description
      File type Export data visualizations in one of their supported formats. (See Supported export formats for different data visualization.) Select Embedded PNG or Embedded LIST to embed the exported file in the email body instead of sending it as an attached file or ZIP. You can edit the email around the image.
      Page format For PDF, PNG, Embedded PNG, and JPEG, select Letter, A4, or A3 to correspond to the paper dimensions of the printed visualization.

      You cannot set the page format when exporting a List.

      Orientation Choose Portrait or Landscape. Not available with PowerPoint exports or for List - Simple visualizations.
    5. Under Delivery, select Download file or Send file via email.
      • When you choose to download the file, a Download button is available after the export is complete. The file, named <visualization-name>.<filetype>, is downloaded to your default local destination.
      • When you send the file by email, you can select users and groups on your instance or any allowed email address. Security constraints may restrict who you can email. You also must specify a subject, and you can add a message. When you are done, select Export.
        Note:
        To send email to persons who are not on your instance, you need to have outbound email configured. See Outbound Email Configuration in the Developer Site.