Export and copy

You can take the data of a visual out of Fresco BI, save a chart as an image, and copy a whole report. A report file in JSON format moves a report to another data model or organization.

Before you start

Task	What you need
Export summarized data	Read on the report.
Export underlying data	Build on the data model.
Export to .xlsx	The Enterprise plan. .csv works on every plan.
Duplicate	Build on the report and its Data Table, and the Admin or Editor role in the workspace.
Export as JSON	Build on the report.
Import from JSON	The Admin or Editor role in the workspace, and Build on the Data Table you pick.

Export data from a visual

1. Open the report in the viewer.
2. Hover over the visual and click More options, or right-click the visual.
3. Click Export data…. The dialog “Export data — …” opens.
4. Under Data type, pick:
   • Summarized data: the values as the visual shows them.
   • Underlying data: the rows behind the visual.
5. Under Format, pick .xlsx or .csv.
6. Click Export. The file downloads.

The export follows what you see now: your filters, slicers and selections. Highlights are not applied. Row-level security always applies.

Note

• At most 30,000 summarized rows and 150,000 underlying rows. When the data is larger, the file is cut and Fresco BI shows The data was truncated because it exceeded the export limit.
• Underlying data is greyed out with Needs Build permission on the data model when you lack Build.
• Slicers, text boxes, images, shapes and buttons have no Export data….

Caution

On Free and Pro, .xlsx is refused with This feature is not part of your organization’s plan. Pick .csv instead. See Plans.

Each person can export 10 times a minute, and an organization 100 times an hour. Every export is recorded in the audit log.

Save a visual as an image

1. Hover over the visual and click More options.
2. Click Export as PNG.

If the visual cannot be saved as an image, Fresco BI shows This visual could not be exported as an image.

Duplicate a report

1. Open the report, or find it in the Reports list.
2. Click … › Duplicate.
3. Type the New report name. The default is the old name with “(copy)”. A name has up to 200 characters.
4. Confirm. Fresco BI shows Report duplicated.

If the name is taken, Fresco BI shows A report with this name already exists.

Export a report as JSON

1. Open the report.
2. Click … › Export as JSON.
3. The file <report name>.json downloads.

The file holds the current draft: the layout and settings of the report, not the data.

Import a report from JSON

1. Open the Reports list.
2. Click Import from JSON. The dialog Import a report from JSON opens.
3. Click Pick a .json file and choose a file exported from Fresco BI (at most 4 MB). The dialog shows its name, pages and visuals.
4. Pick the Data model.
5. Type the Name (up to 200 characters).
6. Click Import. The new report opens in the editor.

If the data model lacks fields that the file uses, Fresco BI lists them: Pick a data model that has these fields:.

Possible errors:

• The file is larger than 4 MB
• The file is not valid JSON
• This file is not a Fresco BI report file (format or version)

Templates

On the Enterprise plan, you can start a report from a template under Templates. See Templates.

Export a report to PDF

You can save a published report as a PDF file.

1. Open the report in the viewer, click … and then Export to PDF…. The entry is not shown in kiosk mode, in an embed or in a public link.
2. In Filter values, pick Current values (the slicers, filters, selections and bookmark you are viewing) or Default values (the report as it was published).
3. Tick Only export the current page if you need one page. Otherwise leave Exclude drill-through pages ticked to skip drill-through pages, which only have data when opened from a data point.
4. The dialog says how many pages the PDF will have. Click Export.

The PDF has one page for each report page, in report order. The pages are drawn in your browser with the permissions you have, so row-level security and page permissions apply as on screen. A page that does not finish loading within 60 seconds is not exported: try again, or export only the current page. If a visual cannot load data, the file shows an error in its place and the dialog tells you how many.

You need Read on the report, as for other exports. Each export counts in the same limit as data exports (10 a minute for each person) and is written to the audit log.

To share a snapshot of one visual, use Export as PNG on the visual. See Sharing.

Notes

• Export as JSON exports the draft, which may differ from what viewers see. Click Save first to export the published version.
• An imported report is a new report. Its data comes from the data model you picked, not from the file.

FAQ

Why is .xlsx refused? Excel export needs the Enterprise plan. Use .csv on Free and Pro.

Can I export a whole page at once? No. Export each visual on its own.

Does a JSON file contain my data? No. It holds only the layout and settings of the report.