Document exporting individual panels from a dashboard (CSV report from a Discover session panel)
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Assessment
- Difficulty
- 2/5
- Estimated time
- 1-3 hours
- Newbie friendliness
- 75/100
- Issue type
- Documentation
- Clarity
- Clearly specified
- Activity status
- Quiet
- Domain
- documentation
Research direction
Start with dashboards/sharing.md and save-open-search.md, then review the referenced Kibana reporting panel-action path and verify the current UI label. Document how to generate immediate and scheduled CSV reports from a Discover session panel, and distinguish that action from visualization-data Download CSV; done when both export paths and their scopes are clear.
Written by the indexing model from the issue text.
Description
Summary
Dashboard export documentation covers dashboard-level exports but not per-panel exports. In particular, generating a CSV report from a Discover session panel is undocumented, even though it's a distinct action from the visualization-data "Download CSV" that the docs already describe.
Share and export dashboards lists three export paths:
- Export as PDF or PNG (whole dashboard)
- Download visualization data as CSV (
#download-csv) — inline download of the data behind a Lens/chart/table visualization - Export JSON (dashboard definition)
There is no entry for exporting the contents of an individual Discover session panel as a CSV report. That panel action is a separate mechanism: it uses the reporting system (immediate or scheduled), it's labeled Generate CSV report in the UI (not Download CSV), and it works on saved-search / Discover session panels rather than visualizations.
Why this needs docs
- A dashboard user with a Discover session panel who wants a CSV has no documented path.
sharing.md#download-csvexplicitly scopes itself to visualizations ("chart and table visualizations that expose tabular data, typically those created with Lens"), so it doesn't cover them. - The two mechanisms are easy to conflate because both surface CSV. Clarifying the distinction (visualization data download vs. Discover session panel CSV report) would help.
save-open-search.md"Manage Discover session panels on a dashboard" documents editing and tab selection for these panels but says nothing about exporting them.
Suggested scope
- Add a "Generate a CSV report from a Discover session panel" entry/section to Share and export dashboards, or cross-reference it from there, covering immediate and scheduled reports.
- Clarify the difference between Download CSV (visualization data) and Generate CSV report (Discover session panel, reporting path).
- Verify UI labels at HEAD before drafting: the panel action is
reporting.share.panelAction.generateCsvPanelTitle→ Generate CSV report (confirmed inelastic/kibanaat time of filing).
Context / related
- Split out from #7632 / elastic/docs-content#7673, which documents that CSV reports of ES|QL Discover sessions and Discover session panels apply the currently selected variable control values. That PR intentionally scoped the dashboard-panel export documentation out, since it's a broader pre-existing gap.
- Implementation reference for the panel action:
src/platform/packages/private/kbn-reporting/get_csv_panel_actions/inelastic/kibana.
- Dominant language
- No language data
- Stars
- 47
- Forks
- 262
- Avg merge
- 3d 8h
- Merged PRs (30d)
- 127
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