How to export data

The plugin supports two export formats: CSV per individual chart, and PDF for a full report page.

Export a chart as CSV

A CSV export is available on any chart, from any view where the chart card's context menu is accessible.

1. Open the context menu (three-dot icon) on the chart card.
2. Click Export CSV.
3. The browser immediately downloads a .csv file named after the chart title.

The CSV contains the same data the chart currently displays — the current date range, active filters, and breakdown (if any). If you adjust the date range or granularity via the quick-edit filter bar before exporting, the CSV reflects those temporary overrides.

CSV structure:

• For time-series charts (line, bar): one row per time bucket with columns for the date and metric value. If a breakdown is active, separate columns or rows appear per breakdown segment.
• For pie/donut charts: one row per segment with label and value columns.
• For number cards: a single row with the aggregated value and, when previous-period comparison is enabled, the previous value and delta.
• For table charts: one row per data row, same columns as shown in the admin UI.

Export a report as PDF

The PDF export captures all chart cards in the current report view as a single downloadable file.

1. Navigate to the report view page (click View in the smart bar from the report edit page).
2. Click Export PDF in the smart bar.
3. The button enters a loading state while the charts are captured. When assembly is complete, the browser downloads the PDF file.

How it works: the export uses html2canvas to capture each chart card as an image, then assembles the pages with jsPDF. Charts are rendered in A4 landscape format. Charts that would overflow a page move to the next page automatically (break-inside: avoid).

Tips for a clean PDF:

• The column layout switcher and context menus are hidden during capture — the exported PDF always shows the charts without UI chrome.
• If a chart uses SVG rendering (ApexCharts), it scales cleanly to the PDF resolution.
• Badge colors are preserved in the capture output.
• For best results, use the same column layout you want in the PDF before clicking Export PDF. The PDF mirrors the on-screen column count.

Next steps

• Build a report — organize charts into a report suitable for PDF export.
• Create a chart — configure the filters and date range the CSV will export.