05.7 View, refresh and export

Read a dashboard, refresh it, see how fresh its data is, and export it as PDF or its widgets as Excel, CSV or PDF.

Reading a board

Open it from Dashboards. Set the filters 1 at the top; every widget follows.

Each widget has tools in its top-right corner:

  • ↻ Refresh 2: read the numbers again. This refreshes the whole board.
  • ⤢ Expand 3: show the widget full screen. Charts and metrics can switch to Data to see the numbers behind them. Esc closes it.
  • Export 4: download this widget’s data (below).

The board in view mode: filters, widget tools, query stats, export to PDF and edit

# What it is
1 The board’s filters
2 ↻ Refresh
3 ⤢ Expand
4 Export this widget’s data
5 Query stats
6 Export to PDF
7 Edit: open the designer

While it’s working

  • The first time, a progress bar shows rows being read.
  • A clock shows how long it has taken. ✕ stops the run.
  • When it re-runs, the previous numbers stay visible, marked Showing previous results or Refreshing, so the board never goes blank.

Fast repeat answers

Analytics keeps answers it has already worked out:

  • Going back to filters you already used, or returning from the designer, is instant.
  • When many people open the same board, the numbers are worked out once and shared.
  • Boards on a cube keep their answers until the cube is rebuilt. Boards on a live database refresh their stored answers every few minutes.
  • ↻ Refresh works the numbers out again for everyone. Everyday users can do this once every 30 seconds; admins any time.

More in 06.4 Fast repeat answers.

“Data as of …” (cube boards)

Boards built on cubes show Data as of 10:30 above the canvas. While a cube is being rebuilt, the board keeps showing the previous data and refreshes by itself when the build finishes.

Export

The whole board as PDF: in view mode, click Export to PDF 6. You get the board as it looks now: charts as pictures, tables with their rows (as many as fit), and the current filter values in the footer.

One widget’s data: the widget’s export menu:

Format You get
Excel Formatted, still real numbers (up to 1,048,575 rows)
CSV Raw values, all rows
PDF As shown, first 5,000 rows

Exports include all rows under the current filters, not just what fits on screen.

Query stats (for the curious)

Query stats 5 (the chart icon) shows each query’s time, rows read and returned. Useful when a board is slow and you want to tell IT which part.

Next: 06.1 Making things fast

Last updated 12 October 2026