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Export a homepage or non-responsive dashboard to PDF

Export a homepage or non-responsive dashboard to PDF

You can generate a PDF file for any homepage or dashboard.

Before you begin

Roles required: pa_viewer role is required to export dashboards to PDF.

You must activate the WebKit HTML To PDF plugin before you can export homepages, dashboards, and some reports as PDF documents. If the OAuth 2.0 plugin is not already active, the WebKit HTML To PDF plugin activates it as well. For more information, see Activate a plugin.

Custom content may not generate as expected when exported to PDF. For more information, see Custom content PDF export limitations.

About this task

Some widgets may be truncated on PDF exports.

Interactive filters and breakdowns that are configured as interactive filters that are applied to the dashboard are not applied to the PDF exports of homepages and non-responsive dashboards. Interactive filters are applied when you generate the PDF locally using the browser's print settings.

To generate the PDF locally, set the interactive filters, click the settings icon, and choose Printer Friendly Version to open the dashboard in a new window or tab. Export the dashboard using the browser's print settings.
System settings icon

Procedure

  1. Navigate to a homepage or dashboard.
  2. Click the export to PDF icon (The export to PDF icon) on a homepage or the Export to PDF button on a dashboard.
  3. In the Export to PDF dialog box, select formatting options.
    OptionDescription
    Orientation Page orientation of the exported PDF, either portrait or landscape.
    Paper size Paper size for the PDF. Available sizes match common paper sizes such as Letter and A4.
    Zoom factor Scaling percentage for the displayed widgets. This value must be a positive number.
    Avoid page break inside widget Prevents widgets from being printed across multiple pages. Widgets that would span multiple pages are moved to the top of the following page.
    Smart shrink Automatically selects the necessary zoom factor for all content to fit into the width of the selected paper size.
    Note: This option may cause incorrect page formatting when used with Avoid page break inside widget or a zoom factor greater than 100.
    Delivery PDF delivery method.
    • Generate now generates the PDF immediately and shows a button for downloading.
    • Send as an email shows a field for entering an email address. After you click Export, the PDF file is generated and sent to the email address.
  4. Click Export.
  5. If you selected the Generate now option, wait for the rendering to complete and then click Download.

Result

The content is exported to PDF according to the print and delivery options. If the PDF does not generate, identify and resolve any JavaScript errors.