Exporting Data from Analytics Studio

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How-to Guide

Author:

Yulia Andreyanova

Changed on:

22 June 2026

Key Points

Data can be exported from both dashboards and detailed views
Available export formats depend on the selected export location
Dashboard exports support PDF and CSV formats
Detailed record exports support the following formats: Excel, CSV, TXT, JSON, HTML, Markdown, and PNG
Large exports may take longer to generate, especially when exporting all available results

Steps

Scenario

You have identified orders contributing to a drop in Total Revenue and want to export them for analysis or to share with your team.

Export a Dashboard

Use this option when you want to export the entire dashboard, including the currently applied filters and visualizations.

Open the export menu

Open a dashboard.
Click Dashboard Actions (⋮).
Select Download.

Configure the export

Select the required export format. Dashboards can be exported as either PDF or CSV files.
(Optional) Configure additional export options.
Click Download.

Preview Before Downloading

Alternatively, click Open in Browser to preview the exported dashboard in a separate browser tab before downloading or printing it.

Result

The dashboard is exported using the currently applied dashboard filters and settings.

Export Detailed Records

Use this option to export records that contribute to a specific metric.

Open the detailed view

Click a metric value on the dashboard.
Review the records displayed in the detailed view.

Export the records

Click Download in the detailed view.
Select the required export format. Detailed records can be exported in a variety of formats, including Excel, CSV, TXT, JSON, HTML, Markdown, and PNG image files.
(Optional) Configure advanced export options.
Click Download.

Advanced export options

Depending on the selected format, additional options may be available, such as:

formatting of exported values;
number of rows to include;
inclusion of visualization settings.

Alternative Export Method

To export the data behind a metric without opening the detailed view, open the tile actions menu (⋮) and select Download data.

Result

The records contributing to the selected metric are exported in the chosen format.

Next Steps

After exporting data, you can review it in a spreadsheet, reporting, or other business analysis tools. To automatically monitor important metrics, see Setting Up Alerts in Analytics Studio.

Related content

Knowledge Tracks Related To This Topic

Getting Started with the Fluent Analytics Studio Web App

Exploring Data Behind Metrics in Analytics Studio

Exporting Data from Analytics Studio

Setting Up Alerts in Analytics Studio

Scheduling Reports in Analytics Studio

Export Detailed Records

Use this option to export records that contribute to a specific metric.

Open the detailed view

Click a metric value on the dashboard.
Review the records displayed in the detailed view.

Export the records

Click Download in the detailed view.
Select the required export format. Detailed records can be exported in a variety of formats, including Excel, CSV, TXT, JSON, HTML, Markdown, and PNG image files.
(Optional) Configure advanced export options.
Click Download.

Advanced export options

Depending on the selected format, additional options may be available, such as:

formatting of exported values;
number of rows to include;
inclusion of visualization settings.

Alternative Export Method

To export the data behind a metric without opening the detailed view, open the tile actions menu (⋮) and select Download data.

Exporting Data from Analytics Studio

Key Points