Utilizing the Helios Analytics Dashboard Platform
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How to download/export your dashboard

To download your dashboard you have two options, an image or a PDF.

1. To download as a PDF simply click the “PDF” icon in the top right of your dashboard. This will take you to a menu where you can change the orientation from portrait to landscape, select what headers you want displayed, as well as page numbers. When you have customized the PDF to your liking click the download button in-between “Save” and “Cancel”. Once saved you can print the file. Note: Do not click “Save” this will not download your dashboard but will just save the PDF in the client portal.

2. To download as an image, click the three dots icon in the top right of the dashboard next to the pencil icon. Then click or scroll over “Download” then click “Download Image”. This will take you to a menu where you can change the size of your image and select which headers you want to appear. When you have customized the image to your liking click download.

Note: Do not click “Export” as this will save the dashboard as a .dash file and you will not be able to view or print the graphs and charts.