Sending dashboards to another program or file

You can export the contents of one or more dashboard windows to another program or file.

 

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Sending one dashboard window

To send the contents of the active dashboard window:

  1. Click the File menu or right-click on a dashboard window.

  2. Point to Send To.

  3. On the Send To menu, click one of the available options.

    In PDA mode, only the Clipboard and Email options are available.

Sending multiple dashboard windows

This option allows you to send some or all of the open dashboards to another program or file:

  1. Click the Desktop menu and point to Send To.

  2. On the Send To menu, click one of the available options.

    In PDA mode, only the Email option is available from this menu.

  3. If only one dashboard is displayed, or if you are sending to a file and choose the .jpg file type, then the contents of that dashboard will immediately be sent to the destination you specify.

    If two or more dashboard windows are displayed (and you are not sending to a file and choosing the .jpg file type), then you can choose exactly which components to send, such as those shown in the following example.

  1. Clear the check box for any dashboard window you do not want to send.

  2. If arrow buttons are available, you can use them to adjust the order in which the dashboards are displayed on the list and in the specified destination.

  3. Click OK.

"Send To" options for dashboards

Clipboard

After using this command to copy the active dashboard window to the Clipboard, you can paste the information into a word processing document or other program.

File

Allows you to save the dashboard or desktop as an a file type such as .htm, .xml, .txt, .jpg or .rtf. You may specify the name and location for the new file.

When sending a desktop to a .jpg file, GainSeeker will take a picture of the portion of your Dashboard screen that is currently visible on your monitor.

WordPad or other Editor

Sends the contents of the dashboard or desktop to the editor.

HTML

Saves the contents of the dashboard or desktop to an .html file, and then uses your web browser to open the .html file. The file is created in the folder specified by the html_location= setting in Cms.ini.

XML

Saves the contents of the dashboard or desktop to an .xml file, and then uses your xml browser or web browser to open the .xml file. The file is created in the folder specified by the xml_path= setting in Cms.ini. For more information, see XML tags for dashboards.

Email

Allows you to choose which of the currently open items to include in e-mail and displays a new e-mail message which you can address and edit before sending. See Sending to Email for more information.

Note: For a Real-time Failure or Statistical Filter dashboard that does not include items such as Sparkline, Chart, Chart (2x height) or Chart (4x height):
When sending one of these text-only dashboards to the clipboard, to a file or to the editor, only the text will be sent. To include the colors, send these dashboard types to another destination such as HTML.

 

Note: For a Real-time Failure or Statistical Filter dashboard that includes items such as Sparkline, Chart, Chart (2x height) or Chart (4x height):
When sending one of these graphical dashboards to any destination except XML, GainSeeker will maximize this dashboard and then take a picture of the portion of your Dashboard screen that is currently visible on your monitor. If the entire content of this dashboard cannot be displayed on your monitor at one time, you may wish to increase your screen resolution, choose the smaller chart items (Sparkline or Chart), choose a smaller default font size for tables in the Enterprise Dashboard module, and/or redesign your dashboard to display fewer rows or columns.