Strategy ONE

Choose Export Formats for Dashboards in Library Web and Mobile

Starting in Strategy ONE (August 2025) introduces a new dashboard export security option. Dashboard authors can disable export for dashboard formats in Library Web and Mobile for Library users, an option previously available for Report Service Documents.

By default, all available export formats (for example, PDF, CSV, Excel) are enabled. Starting in Strategy One (August 2025), you can disable specific export formats.

When you disable export formats, the format option will not be available in various menus in Library including Share, Information Windows, and Context Menu. If a user attempts to generate or access a disabled export format, it will be blocked, guaranteeing compliance with dashboard-level settings universally across all consumption mode interfaces, APIs, and new or existing subscriptions.

Disable Exports for Dashboards

  1. Open a dashboard in Library in Editing mode.

  2. From the File menu, select Dashboard Properties.

  3. In General, find Allowed Export Format.

  4. Deselect the formats you want to disable.

  5. Click OK.

  6. Click Save.

Test Export Formats are Disabled

  1. Go to the Library home page and find a dashboard.

  2. Click Info on the dashboard to see the available options.

    Disabled export formats will be unavailable and you can only see a limited list of export options. For example, see the following image where Excel is the only available export option.