Forum Discussion

DRider's avatar
DRider
Icon for OneStream Employee rankOneStream Employee
3 days ago

Viewing export of dashboard in screenshot or Extensible Document

I have a dashboard (not bi-viewer, standard OneStream dashboard) frame that needs to be shared with users outside the application on a regular basis. How can I use a screenshot of this dashboard as a picture or book file to be shared with users outside the app?

Users currently screenshot the picture and save the file locally before sharing. I'm hoping to use a OneStream tool to accomplish this. I've investigated extensible documents and books, but they appear to require build a "report" dashboard component. Not looking to rebuild the dashboard from scratch. 

Ideal situation would be similar to how cube views can embed to picture in Extensible PowerPoints, but I'm open to other options.

Thanks in advance

Books
Dashboards
Extensible Documents
Reports

1 Reply

  • JackLacava's avatar
    JackLacava
    Icon for OneStream Employee rankOneStream Employee
    24 hours ago

    If you're running on a recent version (8+), you could access the dashboard via browser and then use the browser-native tools to take screenshots (e.g. Ctrl-Shift-S in Edge).

    In older versions, you can build a Book that includes the same Cube Views and Charts that you're using in the dashboard - just make sure to set the Parameters as necessary.