Report Studio
Export a report
Learn how to export your Report Studio report as a PDF, PPTX, or XLSX file, with options to select specific pages, slides, or tables, customize the file name with dynamic tokens, and split the output by a data dimension.
The export dialog lets you download your report as a file directly from the canvas. You can choose which pages, slides, or tables to include, optionally segment the output by a data dimension, and control the exported file name using dynamic tokens.
As of 2026.08.04, exporting a report manually from the Canvas runs under the data security permissions of the report owner, as the currently logged-in user, regardless of who designed the report or who it will eventually be shared with. This differs from scheduled sends, which apply the data security permissions of the schedule owner instead.
A manual export and a scheduled send of the same report can return different data.
Enhanced data security capabilities will be available in a future release.
File name
A file name is required to export any report format. The file name field accepts a mix of free text and/or dynamic tokens. Each token can only be added once. Tokens are inserted as inline chips and resolve to real values at the time of export. A live preview line below the field shows how the file name will resolve.
Dynamic tokens
Customizable tokens are not available at this time. If this is a use case that you have, please contact QBeeQ.
Token | Resolves to |
{ReportName} | The report name |
{ReportDate} | The date of export.
The date will match the format in system settings |
{TenantName} | The tenant name |
{UserName} | The exporting user's name |
{ExportType} | The format label ( PDF, PPTX, or XLSX) |
{DimensionValue} | The current dimension value being exported.
Only resolves to a value when export by dimension is configured; otherwise resolves to empty. |
{DimensionTitle} | The selected dimension title.
Only resolves to a value when export by dimension is configured; otherwise resolves to empty. |
Select pages, slides, or tables
PDF and PPTX
Select the pages or slides that should be included in the export. Pages and slides are listed in the same order as displayed in the Slides pane.
Use Select all or Deselect all to set all items at once, or toggle individual items using their checkboxes. The header shows a count of currently selected items (e.g. 3 of 5 selected).
At least one item must be selected for the Export button to be enabled.
XLSX
Select the tables that should be included in the export. Individual pages/slides or other element types (charts, KPIs, text, images) on the canvas are not included.
If the report contains no table widgets, the selection list displays as empty. A report must contain at least one table to export to XLSX.
Export by dimension
The Export by dimension section lets you split the export output across values of a selected dimension. This section is optional, and the report can be exported without configuring it.
In order to export by dimension, the dashboard must have a filter configured
Use the Dimension dropdown to choose the dimension to export by. The list of available dimensions is derived from the filters applied to the report's source dashboard. The dropdown defaults to — None —. Selecting a different dimension clears any previously selected values and resets the search.
Once a dimension is configured, you can choose how the export is configured. You can also choose to skip exporting dimensions with no data, which will affect the output of files.
Option | General Output Behavior | Skip exporting dimensions with no data |
ZIP — one file per value | Generates a separate file for each selected dimension value, bundled into a single ZIP archive. (Default) | When enabled, the ZIP may contain fewer files than the number of selected values — any value that returns no data will be silently omitted. |
Single merged file | Combines all selected dimension values into one file, with each value as its own section. | When enabled, values that return no data are silently skipped — the merged file may contain fewer sections than the number of selected values. |
Include report title
When exporting to XLSX, Include report title is checked by default. When checked, an additional row is added to the top of each exported sheet, containing the report's title in bold text spanning the width of the table. When unchecked, this row is omitted, and the sheet starts directly with the table headers.
Limitations
PPTX chart visuals are not editable
When a report is exported to PowerPoint, tables and KPIs are exported as native, editable PowerPoint objects — you can click into them and edit the content directly in PowerPoint. Charts are exported as static images instead, so their visuals cannot be edited after export.
Recommended workaround: To adjust a chart's appearance, make the change in Report Studio and re-export. If a recipient needs to edit chart data directly in PowerPoint, consider exporting the underlying data as a table alongside the chart.
No continuous-scroll PDF export
PDF export only supports fixed-page output. Reports with long tables will paginate the table across multiple pages rather than flowing it continuously on a single page.
Recommended workaround: For very long tables, consider whether PDF is the best format for the intended use, or plan for the table to split across pages in the exported file.
No single-page or single-slide image export
There is currently no option to export a single page or slide as a standalone image (e.g. PNG). Exporting always produces a full document in the selected format (PDF, PPTX, or XLSX).