Export a Performance Dashboard as a .PDF File

If you want others to see a particular version of dashboard data, you can export the dashboard in an Adobe Acrobat Portable Document Format (.PDF) file and then, for example, distribute it by email, annotate it in Acrobat, or print it.

To export a dashboard as a .PDF file, complete the following steps:

  1. Interact with the dashboard to the display the version of the data that you want others to see.
  2. Click at the bottom of the dashboard.
  3. Select PDF on the shortcut menu to display the Export PDF dialog box.
  4. In Layout, click Portrait or Landscape to indicate the orientation you want.
  5. In Paper Size, select the size of paper on which you want to print the dashboard.
  6. In Scaling, indicate if you want the dashboard image scaled automatically, scaled by a percentage you select, or scaled based on paper height or width.
  7. In Content, do one of the following:
    • Select This Dashboard to include the entire dashboard in the .PDF file.
    • Select Sheets in Dashboard to include only one or more selected charts. Select the charts you want in Sheets to Export.
    • If the workbook contains additional performance dashboards and you want to include one or more of those dashboards, select Sheets in Workbook.
  8. If you selected Sheets in Dashboard or Sheets in Workbook in Content, select the charts or dashboards you want in Sheets to Export.
  9. Click Export.
  10. When a message displays that indicates that the PDF file has been created, click Download.
  11. In the File Download dialog box, do either of the following:
    • Click Save. In the Save As dialog box, select the location to which you want to save the file, enter a file name, and click Save.
    • Click Open to open the file in your default application for working with .PDF files.