You do not need to schedule a report to export a dashboard. Any dashboard can be exported to PDF at any time.
1. Open the dashboard you wish to export.
2. Click the horizontal ellipsis (...) in the top right corner.
3. Select Export as PDF from the dropdown list.
4. (Optional) Configure any of the following settings:
- Export Name: Enter a custom filename for the PDF, overriding the default name (the dashboard name). This field supports date tokens, e.g. {$c9_now:yyyy-MM-dd}, and runtime parameter tokens, e.g. $c9_myparam$, which are replaced with the matching dashboard runtime parameter value. Leave blank to use the default name. A saved Export Name also names the dashboard PDF attached to a scheduled report. For more on attachment naming, see Attachment Names.
- Page Orientation: Set the page orientation to Landscape, Portrait, or Custom.
- Margin Size: Set the margin size to Small, Medium, or Large.
- Layout: Set the layout to Fit to Width or Fit to One Page. Select Single Column Only to place each widget on its own row.
- Headers & Footers: Add page numbers, the report title, the current date, and the current time to the headers and footers.
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Data Grid, Pivot and Spreadsheet: Control how Data Grid, Pivot, and Spreadsheet widgets that scroll are exported. Both options are enabled by default.
- Add to Appendix: Appends the full contents of each of these widgets as extra pages at the end of the PDF, so rows that are cut off by scrolling are still included.
- Display in dashboard: Keeps these widgets in place in the dashboard layout. Clear it to leave them out of the layout and deliver their contents in the appendix only. If the dashboard contains only these widget types, clearing it reduces the dashboard page to its title and filters line.
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Spreadsheet Mode: Choose which sheets of a Spreadsheet widget are exported. This option appears only when the dashboard contains a Spreadsheet widget.
- All sheets: Exports every sheet, each in its own section. This is the default.
- Active sheet: Exports only the sheet currently selected on the widget. If that sheet cannot be found, the first sheet is exported instead.
- First sheet: Exports only the first sheet.
5. Click Save to store the settings for future exports, or click Export PDF to download the file immediately. Generating the PDF may take a moment.
Note: View-only users do not have a Share button on the top bar. They have a separate Export as PDF button in its place.
If the dashboard is embedded (see Embedding/OEM) and configured to display the header bar and action buttons, use the Export to PDF button to export it.