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Dashboard Actions

The dashboard actions are operations available from an individual dashboard's drop-down menu, available on the dashboards overview page and when viewing a single dashboard. Some actions are only available in one of these two contexts.

Dashboards OverviewSingle Dashboard View
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General Actions​

View Dashboard​

The View Dashboard action takes you to the single dashboard view. This action is available when hovering the cursor over the dashboard thumbnail.

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Add/Remove Dashboard Groups​

This action is used to manage the dashboard groups that a dashboard is assigned to.

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Duplicate​

The Duplicate action creates a duplicate of a dashboard and all of its reports. Once created, the duplicated dashboard is completely independent of the original dashboard and can be used as a starting point for a new dashboard with a similar subset of reports.

Refresh​

The Refresh action initiates a refresh on each report on the dashboard. Any currently running queries for the same combination of dashboard filter parameters are cancelled before new queries are started. A manual dashboard refresh can thus occasionally help to recover from failed or stuck queries.

note

Cancellation of running queries is only a "best effort". Cluvio cannot guarantee that running queries stop execution on your database before new queries are started.

Backup Dashboard​

Beta

This dashboard action is currently only available on request. Please contact support@cluvio if you would like to have this dashboard action enabled.

The Backup Dashboard action generates a JSON file that can later be used to create a new dashboard from a backup.

tip

If you intend to delete a dashboard, we recommend downloading a backup first.

Show Full-screen​

The Show Full-screen action makes a dashboard take up all available screen space, which removes any distractions and is ideally suited for showing a dashboard on a TV or during a presentation.

Settings​

To configure the dashboard settings, including data refresh rates, the appearance of filters and more, select Settings. See Dashboard Settings for further details.

Export Actions​

Download Excel​

Plan Restriction

Not available on the Free plan (see Pricing)

To download the data of all reports on a dashboard as Excel sheets, with one sheet for each report, select Download Excel.

Excel

Download PDF​

To download a rendered PDF of a dashboard, select Download PDF. The size of the PDF is configurable in the dashboard settings.

Download Image​

To download a rendered PNG of a dashboard, select Download Image. The size of the image is configurable in the dashboard settings.

Sharing Actions​

Sharing actions are available both on the dashboards overview page and when viewing a single dashboard.

Share with Users​

To share a dashboard with other users in your Cluvio organization, select Share with Users. See Sharing with Users for further details.

Sharing Links & Embedding​

To share a dashboard via distributing or embedding a link, select Sharing Links & Embedding. See Sharing Links for further details.

Share via Email​

To share periodic snapshots of a dashboard via an e-mail with attachments, select Share via Email. See Scheduled Emails for further details.