Guide d’aide

Create a branded PDF export

Generate a presentation-style PDF from supported dashboard widgets.

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Vue d’ensemble

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

Choose the layout
Open the branded PDF option and select an available automatic, landscape, or portrait size.
Review widgets
Select the widgets you need and read the exclusion notice. Check the estimated generation time.
Generate and review
Start the export, wait, then inspect the PDF for readable labels, complete assets, and the intended date range.

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

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

Create a saved report for selected pages or page groups.

Keep your report library organized and find frequently used dashboards.

Change the period and page selection used by a report.