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Download, share and show

Who can do this

Anyone with Reports Access. Exporting a client list also needs Export Clients.

Download a card

Click the card's ⋮ menu.

  • Download as CSV — the card's figures as a file you can open in Excel, Numbers or Google Sheets.
  • Download as image — a picture of the chart, as a PNG, for a slide or an email.

The file is named after the card and the date range. Which of the two a card offers depends on what it shows: charts have both, tables and totals have CSV.

If there's nothing in the date range, BaseCloud says There is nothing to download for these dates.

Export a list of clients

A Client list card has its own Export button above the list. It downloads the clients in the list as a CSV.

A dashboard with a client list card showing Search clients, Filter and Export above its rows, beside a bar chart of bookings by technician

Lists show the first 300 rows; click Show all to see the rest.

Share a dashboard

Click the dashboard's ⋮ menu, then Copy link, and paste the link to a colleague. They need to be signed in to the same account and have Reports Access. The link opens the dashboard, with whatever date range they last used.

Show a dashboard on a screen

For a wall display in the office:

  1. Click ⋮, then Show full screen (or the full-screen button at the top right).
  2. To rotate through your dashboards, set Next dashboard every to 1 min, 5 min or 10 min. Off stays on one.
  3. Press Esc to leave full screen.