Analytics and Reporting Tools

Creating PDF Reports
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You can save a dashboard as a PDF report, enabling you to share your dashboards with others and distribute them as needed.

To create a PDF report:

  1. At the top right corner of the dashboard, click the PDF PDFbutton.png) icon. The PDF Report Settings dialog is displayed.

  2. Customize how your dashboard is displayed in the PDF. For complete details, see Customize PDF Settings.

  3. When report formatting is as needed, at the bottom of the dialog, click the Download PDFDownloadbutton.png icon. 

    The dashboard will be saved as a PDF to your Downloads folder.

Customize PDF Settings

Using the PDF Report Settings dialog, you can customize and create formatted email reports and PDFs according to your own requirements. You can define both the content and design of your report quickly and easily.

You can access the PDF Report Settings dialog by clicking the PDF PDFbutton.png icon found at the top right of your dashboard.

With the PDF Report Settings dialog open, you can toggle between two modes: Edit mode, for customizing your PDF, and View mode, to preview how the dashboard will be displayed as a PDF. 

switchmode.gif
Editing PDF Layout and Settings

In Edit mode, all the settings you can apply to your report are displayed at the left of the dialog. You can set the dashboard print orientation, its layout, and what will be displayed in the header and footer on your PDF report.

You can also adjust the size of each your widgets by manually selecting and dragging the borders of each widget, as shown below. Widget borders will be displayed only when Edit mode is toggled on.

PDFreportsettings_dragborders.gif

To customize and save a PDF Report:

  1. In your dashboard’s menu, click PDFbutton.png. The PDF Report Settings page is displayed.

  2. Optionally edit the widgets layout, as described above.

  3. Optionally edit the printing layout options:

    Setting

    Description

    Paper Size

    The size of the email report in the PDF.

    Orientation

    The orientation of the dashboard in the PDF, landscape or portrait. Landscape orientations display the dashboard horizontally while portrait orientations display the dashboard vertically.

    Header

    The design and content of your report’s header. The header is displayed on the top of each page or your PDF report.

    From the Header list, you can define how your header is to be displayed: Compact, Medium, Large, or No Header.

    After you have set the design, you can determine what information is included in the header.

    • Title: Select to display the dashboard name at the top of the PDF.

    • Data As Of: Select to display the ElastiCube name and last build time at the top of the PDF.

    • Dataset Name: Select to display the name of the ElastiCube that contains the dashboard’s data.

    • Dashboard Filters: Select to display dashboard filter selections.

    Footer

    The content displayed in the footer section of each page of your report. You can display the following information:

    • Page Number: Select to display the page number on each page of the report.

  4. At the bottom of the dialog, click Save to store your customized settings. They will be available for use when sharing PDF reports, or downloading as a PDF file.

    If desired, you can download a copy of your PDF Report now by clicking the Download PDFDownloadbutton.png  icon. The dashboard will be saved as a PDF to your Downloads folder.

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