Quick Answer
How do you see the records behind a dashboard datapoint?
Open your Dashboard and click a supported chart element such as a bar, node, or segment. BizStackPro can open a detailed record table showing the contacts, opportunities, appointments, or other records behind that datapoint. On supported widgets, you can then export the table to CSV.
Understanding Your Data Without Leaving the Dashboard
Dashboard numbers and charts can show you what is happening, but the number alone does not always explain which records are creating that result.
Dashboard Insights make supported graphs and widgets interactive so you can move from a high-level datapoint to the detailed records behind it.
You can click supported chart elements, review the resulting record table, and export that information to CSV when the widget provides an export option.
This gives you a way to move from a dashboard summary into the underlying data without guessing what is driving the result.
Start with the datapoint you want to understand
Open the Dashboard, click the relevant chart element, review the detailed records behind it, and export the table when you need the data outside BizStackPro.
Dashboard Insights at a Glance
Before You Begin
Check the widget and filters before drilling into or exporting the data.
- Confirm that the widget supports interactive datapoints.
- Review the widget's date range and active conditions.
- Remember that those filters affect the records shown in the drill-down table.
- Use native dashboard widgets when possible for the most reliable drill-down and export behavior.
- Decide whether you need the full result set or only a specific datapoint before exporting.
- Avoid refreshing, closing, or switching away while an export is running.
Key Features of Dashboard Insights
Dashboard Insights connect the high-level visualization to the records behind it.
Clickable Graphs
Click supported nodes, bars, chart segments, or other datapoints to drill into the underlying dataset.
Record View
Open a detailed table showing the exact records contributing to the selected datapoint.
CSV Export
Export the detailed record table from supported widgets when you need the data for reporting or further analysis.
How to Drill Into a Dashboard Datapoint
Use a supported widget to move from the chart into the exact records represented by one datapoint.
Open the Dashboard
Open your dashboard and locate the widget you want to analyze.
Select a Datapoint
Click a supported chart element such as a bar, node, slice, or other available datapoint.
Review the Record Table
Review the detailed table to see which contacts, opportunities, appointments, or other records are contributing to that result.
Use the Records for Analysis
Review the underlying records to better understand what is driving the dashboard number.
How to Export Dashboard Data to CSV
On supported widgets, export the record-level table when you need to analyze or share the data outside the dashboard.
Drill Into the Datapoint
Click the chart element that contains the records you want to export.
Review the Record Table
Confirm that the table contains the records and filtered data you intended to export.
Choose Export
Use the available CSV export option on supported widgets.
Let the Export Finish
Keep the page open while the export is processing. Avoid refreshing the page, switching tabs, or closing the window while the export is running.
Do not interrupt an active export
If an export seems slow, allow it to finish rather than refreshing or leaving the page.
Why Dashboard Drill-Down and Export Matter
Instant Dashboard Insights
Some areas, such as Opportunities or Appointments, may provide a Dashboard Insights option that lets you add widgets to a dashboard without leaving the report or page.
Open Dashboard Insights
Click the Dashboard Insights option or icon on the supported page.
Choose the Dashboard
Select the dashboard where you want the new widgets to appear.
Select the Widgets
Review and confirm the widget selections available from the report or page.
Confirm and Add
Click Confirm & Add to add the selected widget or widgets.
Review the Result
View the widget immediately where supported or open the dashboard for the full reporting view.
Dashboard Export Best Practices
Frequently Asked Questions
What are Dashboard Insights?
How do I interact with the widgets on my dashboard?
Can I export the data I see in the dashboard?
What are best practices when exporting dashboard data?
Continue Learning
Continue learning how dashboard widgets, customization, and reporting work with these related BizStackPro Help Center guides.
