myContactCenterManual

Exporting and printing

Exporting and printing a dashboard or a single item as a PDF, image or Excel file — with the settings of the export windows.

Export To is on the right of the title bar of the dashboard and in the header of every item. The export contains what the dashboard currently shows, with the selected filters.

Command Creates
Print Preview… a preview of the pages, from which you print
Export To PDF a PDF file
Export To Image an image as PNG, JPEG, SVG or GIF
Export To Excel an Excel file; single items also as CSV

The settings

Before saving, a window shows the settings. Export saves, Reset restores the defaults; then you choose where to save the file.

PDF

Setting Effect
Page Layout: Auto, Portrait or Landscape
Size: the paper size; the default Letter is the US format — for A4 paper, choose A4
Show Title:, Title: whether the page starts with a title, and with which one
Scale Mode: None, Use Scale Factor with Scale Factor: or Auto Fit to Pages Width with Auto Fit Page Count:
Include: Filters and Parameters also write the selected values to the file; Position: Below the dashboard or on a Separate Page

Image: Image Format:, Show Title:, Title:, Resolution (dpi): — the default 96 is enough for the screen; for printing and presentations, choose more — and Include:.

Excel: Excel Format: XLSX or XLS, for single items also CSV; Include: with Position: Below or Separate Sheet.

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