How to export data from a Dashboard

This article will teach you how to export the details and data of your Dashboard to help you better manage furniture schedules, budgets, and milestone dates outside of Canvas.

You have added a Dashboard into your Canvas to better capture the scope and budget of your new project. You have edited and added details to the Dashboard, and manipulate the Product List to show only product data you want included. So now it's time to export this Dashboard data out of Canvas and into your email.

Export icon appears at the bottom of the Project when it is activated.

Export Selection Icon:

1. Select the products you want in the Product List portion of the Dashboard. Filter by product Drawings, Images, or Cards. You can also filter by Areas.

2. Click the Export Selection button located at the bottom of the Dashboard when activated.

3. Choose which format to export the Dashboard as - either PDF, JPEG, PNG, or CSV. Then click download.

   1. The size relates to the resolution and file size of your download.

4. If you choose CSV as the format, the Product List emailed to you is a .CSV file (CSV). A CSV, or comma-separated values file, is data saved in a table format and is one of the most common file types.

5. Open the CSV in another spreadsheet program, like GoogleSheets, Excel, or Airtable to start editing and formatting. Read the below article to learn how to convert your furniture schedule into a SIF file, and bring it into AutoCAD and Revit.

How to download a Product ListHow to convert your Product List data into a SIF file

Filter the Product List on the left side of the Dashboard. Click Export Selection icon at the bottom of the Dashboard.

Export your Dashboard using Frames:

How to use Frames

1. In the top toolbar, click Frame.

2. Drag and drop the Frame around the entire Dashboard.

3. Select this Frame, and click Export Selection.

4. Choose the output image size and the format - PNG, JPEG, PDF, DXF, or DWG.

5. Click Download. And your selected file will download directly into your Downloads folder.

With this downloaded file of your Dashboard, you can now print, send as an email attachment, or even drop it into a GoogleSlides or PowerPoint presentation.

We added the Frame around the Dashboard. Right-click on the Frame and choose Export As to download your Dashboard.

Export Options