Adobe Adobe MBI User Guide
  • Getting Started
    • Introduction
    • Activating for On-Premise
    • Activating for Cloud Starter
    • Account Management
    • User Management
    • How to Get Help
  • Analyze Data
    • Connect Data to Magento BI
    • Import Data using Integrations
    • Manage Data
    • Analyze Campaigns
    • Analyze Customers
    • Analyze Business Performance
    • Forecast Lifetime Value
  • Build Reports
    • Visual Report Builder
    • SQL Report Builder
  • Share Insights
    • Dashboards
    • Share Data
  • Best Practices
    • Working with Data
    • Project Organization
    • Working with Dashboards
  • Tutorials
    • Using the Visual Report Builder
    • Using Time Options in the Visual Report Builder
    • Creating Visualizations from an SQL Query
    • Exporting Data to CSV or Excel File
Developer
  • Commerce Developer Documentation
  • PWA Studio
  • Order Management
Merchant
  • Commerce User Guide
  • Order Management
  • Business Intelligence
Table of Contents

Data User

  • Reports
    • Which Report Builder should I use?
    • Visual Report Builder
    • Visualization options
    • Visual Report Builder filters
    • Visual Report Builder formulas
    • Manage data
    • Metrics
    • Filter sets
    • Copy report
    • What is a chart analyzing?
  • Dashboards
    • Out-of-the-box dashboards
    • Importing charts from another user
    • Permanently deleting a chart
    • Using Dashboard Groups
    • Managing Dashboards
    • Deleting Dashboards
    • Renaming Dashboards
    • Setting a Default Dashboard
    • Adding Charts to Dashboards
    • Removing Charts from Dashboards
    • Resizing and Rearranging Charts in a Dashboard
    • Bulk-editing Charts in Dashboards
    • Cloning dashboards
    • Searching for Dashboards
    • Sharing dashboards with other users
    • Sharing dashboards organization-wide
    • Accessing shared dashboards
    • Changing access to shared dashboards
    • Leaving (unsharing) a dashboard
  • Sharing Data
    • Exporting Chart Data
    • Automated Email Summaries

Sharing Data

Communicating the current status and trends of your business is essential. In this section, learn how to export and share data from a chart to a .CSV or Excel file. Also, learn how to configure and automatically send email summaries of your data to key stakeholders.

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