Whether you’re collaborating with internal team members or external partners, sharing and presenting your dashboards is simple and seamless. This makes it easy to communicate key metrics, project statuses, and insights clearly, helping drive transparency, accountability, and confident decision-making.

Let's share the love of Dashboards 🙌

Export your Dashboard

When exporting your Dashboard, you have various options depending on the widgets you have. 

Exporting your widgets to a PDF lets you easily share the current state of your Dashboards with colleagues. Click the Export button in the top-right corner of your dashboard, then select Export to PDF.

All widgets on your Dashboard and Board View can be exported to a PDF document.

Currently, it's not an option to export your entire dashboard to Excel, but you can export the following widgets to Excel:

Click on the three dots at the top right-hand corner of your widget, and select Export to Excel:

The Chart Widget can be exported as different file types. Click the three-dot menu above the widget, then select Export to open a menu of these file types. Select the file type you wish to export the widget to. 

Schedule a PDF export

You can schedule a PDF export of your Dashboard to be sent to you and other colleagues periodically. This ensures everyone stays aligned with the latest insights and project updates without having to visit the Dashboard! 

See the Scheduled PDF export options per plan

To create a scheduled PDF export, click on the Export button in the upper right-hand corner of your Dashboard and select Schedule PDF export.  

From the window that appears, you can decide who to send the PDF export to, add a subject line, and an email body to accompany the export. 

After setting up the recipient list and export context, you can decide how frequently you would like the export scheduled, Daily, Weekly, or Monthly, on which day, and at what time. 

Once you've decided when the PDF export will be sent, you can adjust the PDF layout by clicking the drop-down arrow next to PDF layout and selecting Portrait or Landscape. You can also adjust the content scale on each page. 

To delete a scheduled PDF export, return to the Schedule PDF export section from the three-dot menu in the top right-hand corner of your Dashboard, and select Delete in the bottom left-hand corner.

The scheduled PDF export will be generated based on the user's board permissions and the latest filters set on the dashboard. For example, if the email is scheduled for 9:00 a.m., the PDF will start to generate at 9:00 a.m. and will be emailed when complete.

As an admin on the account, you can disable scheduled PDF exports to external users via the Administration page. Click your Profile icon, then select Administration. Select the Permissions tab from the left panel, and scroll down to Dashboards. From here, you can enable or disable sharing scheduled PDF exports with external users. 

Schedule email notifications

You can schedule your dashboard to be sent periodically as an email! Click the three dots in the upper-right corner, then click Schedule email notification. 

You can choose to send email notifications to all your dashboard's subscribers, manually select team members, or add email addresses. Choose whether you want to send emails daily, weekly, or monthly, and set the exact day and time! When you're done, click Schedule email.

When the time comes, all of the recipients you've selected will receive an email that looks something like this:

 Present your Dashboard

Multiple display options are available when presenting your Dashboard, including Present mode, Full-screen mode, and Dark mode. These features let you tailor your viewing experience, whether you’re leading a meeting, focusing on a specific widget, or working in low-light environments.

Present your dashboards in a sleek, presentation mode with Present mode! No more left pane, buttons, or icons. This setting is great if you'd like to display your dashboard on a TV or a bigger screen. Click on the three-dot menu in the upper right corner of your dashboard and select Present mode:  

To view any individual widget in full-screen mode in your dashboard, click on the three-dot menu in the upper right corner of the widget and press Full Screen:

We love our dashboards in dark mode! It's sleek, easy on the eyes, and really allows the colors to pop! While you can't turn on dark mode only for your dashboards, you can follow the two quick steps in this article to check out dark mode for your whole account, including your boards and views! You're going to love it as much as we do!