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.
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.

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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.

Creating a Dashboard

Learn how to create your first dashboard

Widgets

Learn more about all the available widgets

Source Types

Learn more about the different data source types

Consume Dashboards via Self Service Portal

Learn more about how to consume dashboards via the self-service portal