From d57390c2fbc23e1297f3a9928e956d551734c92c Mon Sep 17 00:00:00 2001 From: Gleb Sologub Date: Sat, 15 Aug 2026 12:36:55 +0200 Subject: [PATCH] docs(dashboards): document per-chart PNG/PDF/CSV export (CUB-2707) (#11564) * docs(dashboards): document per-chart PNG/PDF/CSV export; fix stale filter caveat * docs(dashboards): name+link Download data permission, scope snapshot note to PNG/PDF, use 'chart widget', preserve section anchor * docs(dashboards): the account-wide data-download switch hides all export controls, not just per-chart --- .../docs/explore-analyze/dashboards/index.mdx | 32 ++++++++++++------- 1 file changed, 21 insertions(+), 11 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/dashboards/index.mdx b/docs-mintlify/docs/explore-analyze/dashboards/index.mdx index 7b27c48a450bb..2a3cbdec0b95e 100644 --- a/docs-mintlify/docs/explore-analyze/dashboards/index.mdx +++ b/docs-mintlify/docs/explore-analyze/dashboards/index.mdx @@ -66,25 +66,35 @@ options sidebar warns you to update those links.) -## Download as PNG or PDF +## Download as PNG, PDF, or CSV {#download-as-png-or-pdf} Open a published dashboard, click the **More actions** (`⋯`) button in the header, and choose **Download as PNG** or **Download as PDF**. The file is named after the dashboard's title. -The download is a server-rendered snapshot — Cube re-opens the dashboard, -waits for every widget to finish rendering, and captures the result. This -can take up to a couple of minutes for large dashboards. Filter or time -grain selections you change in your browser before clicking **Download** -are not applied; the snapshot uses the dashboard's saved state. - -Available to users with **Manage** permission on the workbook that owns -the dashboard. The same screenshot mechanism powers PNG/PDF attachments on -[notifications][ref-notifications] sent after a [scheduled -refresh][ref-scheduled-refreshes]. +To export a **single chart** instead of the whole dashboard, hover the chart +widget, open its **⋮** menu, and choose **Download as PNG** or **Download as +PDF** — the same menu also offers **Download as CSV** for the chart's +underlying data. The image captures just that chart, named after the chart's +title. + +PNG and PDF downloads are server-rendered snapshots — Cube re-opens the +dashboard (or, for a single chart, that chart on its own), waits for rendering +to finish, and captures the result. This can take up to a couple of minutes +for large dashboards. The filter and time-grain selections you currently have +applied in your browser are carried into the export. (CSV is generated from the +data already loaded in the chart and downloads immediately.) + +Downloading the whole dashboard requires **Manage** permission on the workbook +that owns it; exporting a single chart requires the **Download data** +permission. Both are hidden entirely when an admin turns off the account-wide +[data download controls][ref-data-download-controls]. The same screenshot +mechanism powers PNG/PDF attachments on [notifications][ref-notifications] sent +after a [scheduled refresh][ref-scheduled-refreshes]. [ref-workbooks]: /docs/explore-analyze/workbooks [ref-widgets]: /docs/explore-analyze/dashboards/widgets [ref-dimension-links]: /docs/data-modeling/dimensions#links [ref-notifications]: /docs/explore-analyze/notifications [ref-scheduled-refreshes]: /docs/explore-analyze/scheduled-refreshes +[ref-data-download-controls]: /admin/users-and-permissions/roles-and-permissions#restricting-data-downloads