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      How do I download dashboards in Analyse?

      Learn how to download reports, export dashboard data, and share insights with your team in Analyse.

      Analyse allows you to export dashboards and metrics as images or CSV files for reporting and sharing purposes. You can also email reports directly to team members for real-time collaboration.

      How to Download Reports from Analyse

      This guide will walk you through the process of downloading dashboards in Analyze.

      Go to analyse.dataeq.com

      1. Click "Reports"

      Navigate to the Reports panel.
      Click 'Reports'

      2. Click here to access the dashboard library

      Access the dashboard library.
      Click here to access the dashboard library

      3. Select the dashboard you wish to download

      Select the dashboard you wish to download
      Select the dashboard you wish to download

      4. Click on the name of your dashboard

      Click on the name of your dashboard
      Click on the name of your dashboard

      5. Set it to "Export".

      Set it to export
      Set it to 'Export'.

      6. Click "Ok"

      Click "Ok"
      Click 'Ok'

      7. Select "Dashboard Options"

      Select "Dashboard Options"
      Select 'Dashboard Options'

      8. Click "Download as PDF"

      Choose the Download as PDF option.
      Click 'Download as PDF'

      9. Or select "Save all images"

      Alternatively, you are also able to save all images as a zip file by selecting the "Save all images" option.
      Or select 'Save all images'

      Downloading an Individual Metric or Section

      1. Open your dashboard and locate the metric you want to export.
      2. Click on the dropdown arrow (metric options) in the top-right corner of the metric. This arrow is sometimes invisible but hovering over the top right corner of a metric will reveal the arrow.
      3. Select Save all images or Export as CSV.
      4. Save the file to your computer.

      How to Send Reports via Email

      Setting Up Automated Email Reports
      If you want to automatically send reports at specific intervals:

      1. Navigate to Setup on the navigation bar.
      2. Click on Emails and Notifications in the Settings section.
      3. Select Add a Notification.
      4. Choose the dashboard or data set to include.
      5. Set the frequency (daily, weekly, or monthly).
      6. Add recipient email addresses and click Save.

      Best Practices for Sending & Downloading Reports

      • Use CSV exports if you need to analyse raw data in Excel.
      • Download images for presentations or quick visual reporting.
      • Automate reports to keep stakeholders updated on key trends.
      • Always check filters before exporting to ensure you’re capturing the right data.

      Troubleshooting Export & Email Issues

      1. Issue: “I can’t download the dashboard”
        1. Ensure you have dashboard access permissions.
        2. Try refreshing the page and exporting again.
        3. Use a supported browser (Chrome, Firefox, Safari).
      2. Issue: “The recipient didn’t receive the email”
        1. Ask them to check their spam or junk folder.
        2. Verify that the email was entered correctly.
        3. Ensure that automated emails are enabled in settings.