Overview
We know that real-time dashboard data is important for maintenance teams to do their work; but being able to share relevant data with stakeholders is equally important.
To keep your organization in the know, you can export dashboard snapshots, download widget data, and even email PDFs directly from the app.
In this article, you’ll learn how to download, print, and share dashboards, and export widget data.
Table of Contents
Downloading a Dashboard as a PDF
You can export your global and custom dashboards as PDFs.
For custom dashboards, you have options to optimize the PDF for print or digital use.
Custom Dashboard
From the Custom Dashboards page, click the "Share" button.
From the dropdown, select "Download Dashboard."
In the new window, you'll be able to choose between two layouts for your PDF: print-optimized layout or dashboard snapshot.
You can preview your PDF at any time by clicking "Preview."
Print Optimized Layout
Print Optimized Layout
The print-optimized layout stacks your widgets into a single column. This makes visible widget data easier to read for printing.
Your widgets will be ordered based on their place on your dashboard starting from the top left, moving across to the right, then the next row.
In the Print Optimized Layout Options section, you can choose to include all widgets or selected widgets in your print.
If you choose the "Selected Widgets" option, uncheck the box next to the widgets you wish to exclude.
The PDF includes the dashboard name, creator, and timestamp of when it was exported.
(Note: for list widgets, the total number of rows included in your PDF is dynamic depending on the amount of visible data. The more columns you include, the less line items will show. We recommend paring down list widgets to display only the most pertinent data.)
Dashboard Snapshot
Dashboard Snapshot
The dashboard snapshot layout shares your widgets exactly as they appear on your dashboard. You cannot exclude any widgets with this option.
This is best for digital viewing and if you've set up a specific layout for sharing.
When you are ready to download your PDF, click "Download."
Global Dashboard
You can print a snapshot of all the widgets on your global dashboard.
From the Global Dashboard page, click “Print.” Your PDF will automatically begin downloading.
Sharing Custom Dashboards Externally
You can email custom dashboards to external users directly from Limble!
From the Custom Dashboards page, click the "Share" button. From the dropdown, select "Email Dashboard."
A new window will appear.
First, add the recipients. The dashboard will be sent to all recipients in a single email. Recipients are not BCCed, so all email addresses will be visible.
To email a Limble user, click "Pick Users" and select their name from the dropdown. If you want to receive the email, be sure to include yourself. When a user is selected, their email will automatically generate in the textbox.
To email an external user, enter their email in the textbox. Separate multiple emails using a semicolon followed by a space. For example: jeff@example.com; bryan@example.com.
Your dashboard will be sent as a .pdf attachment.
Choose the print layout and relevant options for your PDF in the layout section. These options are the same here as they are for downloading a dashboard.
Then, when you're ready to send, click "Send Email."
The message will look like the image below. The message contains the dashboard name and the Limble user it was shared by.
Recipients cannot reply to the sender from this email. If they have questions, recipients should reach out directly to the person who shared the dashboard.
We recommend reaching out to recipients who have never received emails from Limble. Depending on your organization's email settings, the message may erroneously be filed in the spam folder.
(Note: the email subject line and message cannot be customized, and it will always be sent from a Limble address.)
Exporting Widget Data
You can export data from widgets to use outside of Limble.
To do this, click on a widget.
In the new window, click the cloud icon to export the widget data as an .xlsx file.
For task widgets, you have data filtering options and the ability to bulk print tasks.
Export Filters for Task Widgets
Export Filters for Task Widgets
When exporting data from a task widget, a dropdown will appear to decide which data will be included in your export:
"Export Visible Data" will only include the data you see in the widget. This applies to any filters you've enabled.
"Export All Data" will include all data for the tasks included in the widget.
Bulk Printing from Task Widgets
Bulk Printing from Task Widgets
To bulk print your tasks from a task widget, click the print icon.
A new window will to customize your print.
In the top section, you'll select the information you want to include from each task. In the bottom section, you'll select the tasks you want to include in your print.
When you are satisfied, click "Select."
Your selections will take a moment to load. When your print is ready, click "Print."
Your computer's print window will appear. Print as desired.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.