Export Dashboards

Dashboards can be exported as PDF documents for record-keeping, reporting, or easy sharing with stakeholders. There are three primary ways to export a dashboard to PDF, depending on where you are accessing it from:

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From the Dashboard Builder Interface

To export a dashboard while building or editing it:

1. Navigate to the top-right corner of the Dashboard Builder.
2. Click the icon to open the menu.
3. Select Export Dashboard to generate and download a PDF version of the dashboard.

This option is useful when you want to quickly capture the current layout and data view for sharing or archiving.

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Using the ‘Export Dashboard’ Action in a Workflow

You can also export dashboards as PDFs programmatically by using the Export Dashboard action in the Workflow Editor. Once the PDF is generated, you can send or store it using supported file identifier actions.

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Through the Self-Service Portal

Once a dashboard is activated, it becomes accessible through the Self-Service Portal:

1. Go to the Self-Service Portal to find all active dashboards.
2. Click a dashboard card to open and view the dashboard.
3. In the top-right corner, click the button to automatically download a PDF version of the dashboard.

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