Introducing PDF Dashboard Export! With this feature, you can effortlessly export your visual dashboards into PDF documents. Say goodbye to manual screenshots and enjoy the convenience of exporting your dashboard with just a few clicks.

Details	Answers
Plan Availability	All plan types
Permissions	General Access: Can export dashboards to PDF.
Related Reading	Getting Started with Dashboards Sharing, exporting, and printing records SmartDoc: Export to PDF Export to Document Template Automation Action: Generate PDF

Key Benefits

Share Insights Easily: Export your dashboard to PDF and share comprehensive insights and data visualizations with stakeholders, team members, or clients. This feature makes it easy to communicate your findings, strategies, and progress effectively.
Document Your Success: Capture a snapshot of your dashboard at any given moment to document project milestones, KPIs, or important data trends. Maintain a historical record of your dashboard's progress for future reference.
Print-Ready Reports: Create professional, print-ready reports for meetings, presentations, or documentation purposes. PDF Dashboard Export ensures your data is displayed crisply both on paper and digitally.

Exporting a Dashboard

Exporting your dashboard to PDF is simple. Follow these steps:

Navigate to the dashboard you want to export.
Select the "Export" option.
Choose "PDF" as the export format.

PDF Settings

Once you select the PDF option, the settings menu will appear. Here, you can:

Choose your desired format.
Select the preferred layout.
Choose your desired font size.

Click Export to PDF, and your dashboard view will be downloaded as a PDF document.

Practical Use Cases and Scenarios

1. Stakeholder Reporting

Scenario: A project manager needs to present progress to stakeholders in a meeting.

Solution: Export the dashboard as a PDF to provide a clear, professional summary of KPIs, timelines, and milestones.

2. Documenting Milestones

Scenario: The marketing team wants to document campaign performance for future reference.

Solution: Export the dashboard to PDF to create a snapshot of campaign metrics, audience engagement, and ROI.

3. Print-Ready Reports

Scenario: A team lead needs printed reports for an offline meeting.

Solution: Use the PDF export feature to create clean, formatted reports for distribution during the session.