Improved PDF Exporting of Dashboards

Callum Smith

I have created a dashboard that I would like to export to PDF to share to people that do not necessarily have Smartsheet and more importantly don't want to open links/attachments to get "quick glance" data.

When I print as PDF I loose a lot of formatting and can't centre the data across the page. without customising margins.

Being able to export Dashboards would be a brilliant tool to have with multiple out put types, like slide, document and email. Adjusting standard sizing and formatting points to suite each output types.

Alex888

We take screenshots of dashboards to put in decks; this is necessary for different use cases where we need to share dashboard in different ways and can't just use the live/dashboard version.

This becomes pixelated and does not look sharp. Would like way to export dashboard graphics to other platforms in a way that maintains image sharpness.

Jenni

I've noticed lots of posts like this. Many of us need to print or save to pdf and the formatting options aren't great. Translating a dashboard to a readable print version is one of my biggest pain points.

mhickey_peloton

Please implement this.
Thanks.

Isis Taylor

I agree. I have a similar issue at my organization where not everyone has access to Smartsheet and often dislike opening links.

RichmondB

If we can at the very least get font sizing that would be tremendous

cweng

My organization still heavily utilizes PowerPoint, so it would be great if we could export our Smartsheet dashboards into PowerPoint instead of having to take screenshots of each section of the dashboard and paste it into PPT.

ksultan

Not sure if this is the right place but I want to suggest an improvement.

In a dashboard when you print, you have a table that flows onto multiple pages. We cannot include the column headers at the top of the pages.

This is important for proper business and quality documentation and should be standard.

Skorda

Helps with formal audits for auditors reviewing

RobinBW

I agree with this - i went with this product for the Dashboard function - none of my clients are on the tool so I want to print the Dashboard to PDF and now I can't this is really frustrating

seancooperative

We have great live dashboards but our clients don't use them. When we send them exported PDFs of the dashboards, they think we are clowns. Really hope this is finally getting fixed.

Angelina

The dashboards are fantastic, I love how smooth and crisp they look. I love the meaningful information that you can display very cleanly on dashboards. It would be great it we could save them as pdf files. This would make it easy to keep track of data over time, (ie you can view snapshots of the data at different points in time), but it would also be useful to share when you need to say print something out for a meeting, or include the metrics, information, etc in a larger powerpoint, without having to recreate all the same data or charts in powerpoint.

I'm not sure how feasible this would be from a technical standpoint, but myself and others at our company have expressed this same wish for dashboards.

Amy.Mizzi.RP

Hi @Angelina, have you tried printing to a PDF?

From a dashboard, open the File menu > Print… > For printer, select Save as PDF

I find printing in Portrait orientation best for standard-width dashboards, while Landscape works better for the new widened canvas dashboards.

For adding certain charts or parts of a dashboard to a PPT deck, we take screenshots using the snipping tool, lightshot, etc.

I'm curious if you have a different use case that would require different functionality! The challenge we sometimes run into is dashboard text being very small on PDFs.