Skip to main content

Portfolio Dashboard Exports

Export your Portfolio Dashboard in PDF or CSV

Written by Jordan Duff
Updated today

There are two ways to extract your Portfolio data: CSV and PDF.

By default, the export will include the displayed metric columns for all projects.

To change which columns are exported, click the Columns icon, scroll through the options, and select which metrics to include in the export.

To export certain Collections and/or Projects or those created within a date range, make the selection from the options a the top of the page. Once you have made your selections, click the Export icon and choose your preference from the dropdown menu.

Note for PDF Export displays: select the top 6 most relevant metrics per export


​

Did this answer your question?