Strategy One

Export Your Dashboard

You can view a dashboard's results, outside of Strategy Web, by exporting it. After exporting, you can view and share dashboard results in PDF format.

You can also share your dashboard with others by saving it as an .mstr file.

To Export a Dashboard to PDF

  1. Open the dashboard you want to export.

  2. Choose File > Export to PDF.

    The Export to PDF dialog opens.

  3. In the Export Settings section:

    • Use the Range drop-down list to choose to export This page (which is the current page when the user exports) or the Entire dashboard. Available beginning in MicroStrategy ONE (March 2024).

    • Use the Contents drop-down list to format the export:

      • All visualizations together: Export the content currently displayed on a single page. For visualizations that require scrolling, like grids, this option exports only some of the data.

      • Each visualization separately: Export each visualization to a separate page. A grid can span multiple pages depending on the number of rows and/or columns.

      • Both

  4. In the Grid Settings section (available beginning in MicroStrategy ONE (March 2024):

    • Expand all grid data: Available when Contents is set to All visualizations together. Select the check box to export all the grid's rows and columns.

    • When Contents is set to Each visualization or Both, you can determine how to export wide grids. Select one of the following:

      • Scale to page width: Grids are scaled to fit the page width. A grid can span multiple pages depending on the number of rows.

      • Extend columns over pages: Wide grids with columns that cannot fit on one page display on multiple pages.

        • When Extend is selected, Repeat attribute columns is automatically selected to provide additional context for the pages. You can clear the check box.

  5. In the More Settings section:

    • Page size

    • Orientation

    • Show table of contents: Select to include the table of contents in the export.

    • Show header: Select to include a header in the export. Beginning in Strategy One (June 2025), if this check box is unavailable, the dashboard creator has locked it. You cannot remove or change the header unless you update the setting in the Dashboard Properties Dialog.

    • Show footer: Beginning in Strategy One (June 2025), you can select whether to include a footer in the export. This replaces the previous Show page numbers setting. If this check box is unavailable, the dashboard creator has locked it. You cannot remove or change the header unless you update the setting in the Dashboard Properties Dialog.

    • Show filters: Beginning in MicroStrategy ONE (March 2024), you can select whether to include filter information in the export and the level of detail to include. The options are:

      • Filter summary on each PDF page: Displays a one-sentence filter summary on each page. Anything longer is not included.

      • All filters after every chapter: Displays all filters and their details on a separate page after each chapter.

      • Both

  6. Click Export.

In the Workstation Distribution Services plug-in, the This page option is represented by Last saved page, while This chapter corresponds with Last saved chapter.

See the following video on exporting your dashboard:

Related Topics

Export a Visualization