Export

A live dashboard is ideal for working day to day, but sometimes you need a fixed copy — to circulate before a meeting, to attach to a status report, or to capture how things stood at a particular moment. Dashboards can be exported for exactly that.

A point-in-time snapshot

Exporting a dashboard captures its current state as a shareable artifact — the widgets and their values frozen as they were at export time. Where the live dashboard keeps changing as work progresses, an export preserves a specific moment, which is what you want when the question is “what did the picture look like at the gate?”

Sharing beyond the tool

An exported dashboard can be shared with people who need the information but don’t work in the dashboard themselves — leadership, partners, or auditors. It travels as a self-contained view, so the recipient sees the same coverage, quality, and compliance signals without needing access to the live system.

Status reviews and audits

The natural uses are recurring status reviews and audits. For a review, an export gives everyone the same agreed snapshot to discuss rather than a moving target. For an audit, it provides a captured record of program readiness at a point in time, alongside the deeper evidence the Reports section produces.

Dashboards and reports

Think of the two as complementary: a dashboard is the live, at-a-glance view you watch, and an export captures it; reports compile the detailed, formal documents — trace matrices, compliance documents, signed regulatory output — that a submission requires. You’ll reach for a dashboard export to share a status, and a report when you need the full, structured evidence.