Export Custom Dashboards

Updated On 06 May 2025
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Whatfix enables you to export Dashboards as PDFs and share them with your stakeholders. You can also export the tabs you create within the Dashboard.

Here’s a sample exported Dashboard.

Export a Custom Dashboard

Use the following steps to export a Custom Dashboard:

On the Whatfix Analytics dashboard, click Dashboards.

Click the Dashboard you want to export.
Click the Menu icon.
Click Export PDF.

Info:
The PDF is downloaded to your local drive.

Export a tab in a Custom Dashboard

Whatfix enables you to export only one tab at a time.

Here’s a sample exported Dashboard tab.

Use the following steps to export a tab in a Custom Dashboard:

On the Whatfix Analytics dashboard, click Dashboards.

Click the Dashboard that contains the tab you want to export.
On the Dashboard, click the tab you want to export.
Click the Menu icon.
Click Export PDF.

Info:
The PDF file is downloaded to your local drive.

Note:
By default, the exported Dashboard PDF contains high-level metric data such as Total events, the top most engaged event, and more, generated for each Insight.
Click Hide Metrics to export the PDF without metrics.
Click Show Metrics to export the PDF with metrics.

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Edit Custom Dashboards