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Export Custom Dashboards
  • 24 Feb 2025
  • 1 Minute To Read
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Export Custom Dashboards

  • Dark
    Light
  • PDF

Article summary

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_dashboard_pdf

Export a Custom Dashboard

Use the following steps to export a Custom Dashboard:

  1. On the Whatfix Analytics dashboard, click Dashboards.
    ia_left%20nav_dashboards
  1. Click the Dashboard you want to export.

  2. Click the Menu icon.

  3. 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.

dashboard_tab_exported_example.png

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

  1. On the Whatfix Analytics dashboard, click Dashboards.
    ia_left%20nav_dashboards
  1. Click the Dashboard that contains the tab you want to export.

  2. On the Dashboard, click the tab you want to export.

    dashboard_click_tab_to_export(1)

  3. Click the Menu icon.dashboard_click_menu

  4. Click Export PDF.

    dashboard_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.

    export_dashboard_pdf_with_metrics

  • Click Hide Metrics to export the PDF without metrics.

    dashboard_hide_metrics

  • Click Show Metrics to export the PDF with metrics.

    dashboard_show_metrics


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