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Use Export PDF on an internal dashboard to download a visual snapshot of its current content. It is a static document, not an interactive dashboard or an export of every underlying record. Audience: Company users with dashboard access and MSP staff. Sharing the downloaded file is a separate action; the button does not email or publish it.

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Prepare and download

1

Check the view

Open the dashboard, select the intended company scope, and choose the relevant date preset. Check each widget’s printed dates; fixed-window summary cards and widget overrides can use different periods.
2

Make the content readable

Wait for charts to finish loading. Use the ½, ⅓, or ¼ width control to choose a useful arrangement. Check for missing-data messages and errors before exporting.
3

Export

Select Export PDF and wait for the browser download. The button shows Exporting… while it runs. The filename contains the dashboard name and export date.
4

Review the file

Open the PDF and inspect every chart, label and value. Confirm that it represents the intended company and reporting period before sharing it.
The current PDF export can lose card styling and overlap or clip chart labels. A downloaded file is not proof of a clean export. If the layout is unsuitable, ask your MSP for another report and include the dashboard name and affected chart when reporting the problem.

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What the file contains

The export fits dashboard content into a single PDF page. Large dashboards can become difficult to read. The dashboard header, selected company and date-menu controls are outside the captured content, so the PDF alone may not identify all the context you used. Record the intended company and reporting period when sharing it. The filename’s date is the export date, not the start or end of every metric’s reporting window. Summary cards keep their own periods. A widget with a configured date override can also differ from the header selection. You cannot click charts in the PDF to open ticket lists. Open the live dashboard and use ticket drilldown to inspect records. This PDF is not a CSV export and does not include every paginated ticket row. External dashboards use the connected site’s own viewing or document options. Do not assume the internal dashboard Export PDF control applies to an embedded external service.

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Troubleshooting

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Frequently asked questions

Open an internal dashboard and select Export PDF in the header. Wait for the browser download, then inspect the file.
No. It downloads a file in your browser. Sharing or sending that file is a separate action.
No. It is a static visual snapshot. Open the live dashboard to use chart drilldowns or change filters.
No. It captures the displayed dashboard content, not every underlying or paginated record. Use the live ticket list to inspect records.
The current export has layout limitations. Review the file before sharing, report the affected chart, and request another report if it is not readable.
The dashboard content is fitted onto a single PDF page. A report designed for document output may be more suitable.
No. It is the export date. Check widget dates, fixed summary-card periods and any configured widget overrides.
The header and company selector are outside the captured content. Confirm the company in the live view and include that context when sharing.
External dashboards use the connected site’s own options. The internal dashboard Export PDF control does not promise an export from that service.
Provide the dashboard name, selected company, date selection and visible error. A failed export is not a completed download.