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 it comes to exporting your Dashboard, you have various options depending on the widgets you have on your Dashboard.
- Export to PDF
Exporting your widgets to a PDF document allows you to easily share the current state of your Dashboards with colleagues. Click on the three-dot menu at the top right-hand corner of your dashboard and then select "Export to PDF".
All widgets on your Dashboard can be exported to a PDF document.
- Export to Excel
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
The Chart Widget can be exported as different file types. Click the 3-dot menu above the widget and select "Export" to launch 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 periodically to you and other colleagues. This ensures everyone stays aligned with the latest insights and project updates without needing to go to the Dashboard!
- Create a scheduled PDF export
To create a scheduled PDF export, click on the three dots 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.
- Choose a scheduling period
After setting up the recipient list and context of the export, you can decide how frequently you would like the export scheduled, either "Daily", "Weekly", or "Monthly", as well as the specific date and time of the export.
- Adjust PDF layout
Once you've decided on when the PDF export will be sent, you can adjust the layout of the PDF by clicking on the drop-down arrow next to "PDF layout" and selecting between "Portrait" or "Landscape". You can also adjust the scale of the content on each page.
- Delete a scheduled PDF
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.
- Time frame of the export
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.
Schedule email notifications
You can schedule your dashboard to be sent periodically as an email! Click the three dots in the upper right-hand corner, and click "Schedule email notification".
You can choose to send email notifications to all of your dashboard's subscribers, or you can manually select team members. 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 team members you've selected will receive an email that looks something like this:
Present your Dashboard
Multiple display options exist 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 mode
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":
- Full screen 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":
- Dark mode
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!
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.