Export dashboards and data visualizations from the Now Assist panel

  • Release version: Yokohama
  • Updated August 7, 2025
  • 1 minute to read

    • Export or schedule the export of dashboards and data visualizations conversationally through AI instead of going through the Platform Analytics user interface.

    Before you begin

    Role required: now_assist_panel_user. To schedule an export, you also need par_scheduler. You need access to the dashboard or the data in the visualization.

    Procedure

    1. Open the Now Assist panel.

      Control for opening the Now Assist panel.
    2. From the options, select Dashboard and visualization export.
      Now Assist panel showing Dashboard and visualization export.
    3. Engage in an iterative conversation until Now Assist produces the export you want.
      • If you want an immediate export, specify the word "Export" in your prompt. If you want to schedule an export, specify "Schedule."
      • Specify the name of the data visualization or dashboard.
      • Specify the word "visualization" or "dashboard" depending on what you want to export. Specify the word multiple times for best results.
      • Specify the desired output type.
      • Specify whether you want to download the export or have it emailed.
      • You can only export dashboards or data visualizations that have been saved to the library.
      • Although you can directly export only visualizations that are in the library, if you export a dashboard, you export all visualizations on that dashboard, including those that were not saved to the library.

      For more information, see the topics linked after this procedure.

    What to do next

    Tip:
    After an export request is complete, reset the conversation before beginning a new request. Otherwise, some option selections might carry over to the new request. If this happens anyway, consider clearing your browser cache.