COPY FOR Salesforce Help Articles

How do I export or share the charts as a picture (jpeg, png) or Excel/CSV file?

Updated Dec 09, 2020

Hovering over any chart will show an arrow in the top right hand corner.

Clicking the arrow will reveal a dropdown menu. Click “Share” to see options for downloading/exporting the visualization or data.

After clicking "Share" you will see a pop-up menu like the one below. Select the “Download” tab:

 Once on the "Download" tab, you can choose how to download/export the data, either as an image of the current visualization (chart) or the underlying data set as an Excel or CSV format.

Previous Article Using Filters and Toggles in Einstein
Next Article Why does my dashboard look "broken"?