After clicking on the Export to PDF icon, the following dialogue box is displayed.
To export the item as a PDF:
- Enter a name for the PDF in the File Name field. By default, this field is filled with the name of the dashboard item.
- Select a layout from the Page Layout options. The item can be saved in Portrait or Landscape orientation, or select Auto to save as whichever option is determined to be better. By default, Auto is selected.
- Select the size of the PDF pages from the Size drop down menu. The available options include Letter, Legal, Executive, A5, A4, and A3. By default, Letter is selected.
- Enter the title for the item in the Title field. The title is displayed with the item in the PDF. By default, this field is filled with the name of the dashboard item.
- Select a size for the item from the Size Mode options. Select None to keep the item at the default size. Select Zoom to fill the page with the item. By default, Zoom is selected.
- Select the Include options. Click the Export Filters checkbox to export any applied filters to the PDF. Select Export Parameters to export the item with applicable parameters. Both options are unchecked by default.
- If either Include option is selected, select from the Dashboard State drop down menu where to include the filters and/or parameters, either Below the item or on a Separate Page. By default, Below is selected.
- Click Export once all options are selected. To reset all options to default, click Reset.
Once Export is clicked, the PDF is downloaded.