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:
To export a dashboard while building or editing it:
This option is useful when you want to quickly capture the current layout and data view for sharing or archiving.
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.
In the example below, the PDF file was sent to Slack using the Send File via Slack action and the file identifier from the Export Dashboard action.
Once a dashboard is activated, it becomes accessible through the Self-Service Portal:
Learn how to create your first dashboard
Learn more about all the available widgets
Learn more about the different data source types
Learn more about how to consume dashboards via the self-service portal