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Help guide

Create a branded PDF export

Generate a presentation-style PDF from supported dashboard widgets.

Overview

Branded PDF exports render selected widgets into a report layout. Large reports can take time, so keep the export dialog open until it finishes.

Prepare the PDF

  1. Choose the layout

    Open the branded PDF option and select an available automatic, landscape, or portrait size.

  2. Review widgets

    Select the widgets you need and read the exclusion notice. Check the estimated generation time.

  3. Generate and review

    Start the export, wait, then inspect the PDF for readable labels, complete assets, and the intended date range.

Generation fails

Use the error details to identify an asset or unsupported widget. Try a smaller selection after checking whether an output was already produced.

Availability and access

Availability depends on your organization access and assigned permissions.

Related guides

Reporting permissions and dashboard overview

Find saved reports and understand what reporting viewers and editors can do.

Create a reporting dashboard

Create a saved report for selected pages or page groups.

Find and manage reporting dashboards

Keep your report library organized and find frequently used dashboards.

Filter a reporting dashboard

Change the period and page selection used by a report.