The Firm-wide insights dashboard allows users to export data by clicking a copy button on each tile, which copies the tile's data to the clipboard without creating a file. Charts or figures copy as images, while tables copy as rich text preserving rows and columns. This feature is for Thirdfort Clients on the new CDD platform.
You can export data from the Firm-wide insights dashboard by copying individual tiles
Using the copy button
Every tile carries a small copy icon. Clicking it copies that tile straight to your clipboard, no download or file is created and no separate export screen opens.
What you get depends on the tile type
| Tile type | What copies |
| Chart or figure | An image of the chart or figure, ready to paste into a document, email or slide |
| Table | Rich text that pastes cleanly into a document or spreadsheet, preserving rows and columns |
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.