What happened
What this says
Current to 13 Oct 26Ryan requested the ability to export dashboard results to CSV and Excel files for external sharing and monthly reviews. Olivia passed the request to the product team and offered a browser developer tools workaround.
Problem: Dashboard results cannot easily be exported for external stakeholders without manual processes, limiting sharing capability.
Handling: Olivia gathered requirements (contract performance and referral volume dashboards, CSV primary, Excel secondary) and escalated to product for consideration. She offered a workaround using browser developer tools.
Watch: This shows active dashboard usage and power-user engagement. CSV export could unlock further adoption and value. Monitor product team progress.
Details
Updated 9 Oct 26Trail
- created · Ryan Heslop 28 Sep 2026 12:01Hi, We'd like to be able to export dashboard results to a CSV file. Currently we can view dashboards in the platform but can't easily share the data with stakeholders outside the system. An export function would be really useful for our monthly reviews. Ryan
- public_reply · Olivia Grant 28 Sep 2026 13:15Thanks for the suggestion, Ryan. I can see how that would be useful for sharing data externally. A couple of questions: which dashboards would you use this for most, and what formats would work best? CSV, JSON, or Excel? Olivia
- public_reply · Ryan Heslop 29 Sep 2026 11:55Mainly our contract performance and referral volume dashboards. CSV would be the primary need, but Excel would be good as a second option for users who prefer that. Ryan
- public_reply · Olivia Grant 30 Sep 2026 11:08Thanks for those details. I'm passing this along to our product team for consideration. In the meantime, you can use your browser's developer tools to export the dashboard data, though it requires a few extra steps. I can walk you through that if you'd like, or we can wait to see if this becomes a product feature. Olivia
- public_reply · Ryan Heslop 30 Sep 2026 15:09Thanks, that's helpful. The workaround is fine for now. Let us know when this is officially supported. Ryan
- status_change · 4 Oct 2026 23:59