仪表板PDF

朱迪太
朱迪太 ✭
在内容基本知识

是否可以自动向组发送仪表板的PDF版本，或者手动选择一些内容向组发送仪表板的PDF版本?

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    嗨@Judy太

    不幸的是，这目前是不可能的，但这是一个很好的主意!

    请在您有时间的时候提交增强请求．

    作为一种可能的解决方案，您可以使用第三方解决方案，或者截屏，并在工作表中创建一个自动发送的工作流。

    那有用吗?

    我希望这能有所帮助!

    注意安全，祝你有一个美好的一周!

    最好的

    她名叫Stara|工作流顾问/ CEO @工作大胆

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    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • 杰克Gustafson
    杰克Gustafson ✭✭✭✭✭✭

    现在还是这样吗?我没有看到导出仪表板PDF格式的选项。我看到了一个较老的社区帖子，希望在过去3年有所改变。解决方法是打印(另存为PDF)并发送PDF。也许可以考虑将这个过程自动化。1)访问仪表板，2)文件-打印-打印机(另存为PDF) -保存，3)发送带有PDF附件的电子邮件(或链接到存储PDF的SharePoint位置)。

    我知道你在想什么——Dashboard的意义不就是要有实时数据吗?是的，但有些用户无法选择使用数字方式访问，所以他们需要与每周的硬拷贝共享数据。

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  • garth.reynolds
    garth.reynolds ✭


    Is this still the case? I don't see an option to export a PDF of a Dashboard. I saw an older Community post, was hopeful that something had changed in the last 3 years. Workaround would be to print (Save as PDF) and send the PDF out. Could probably look into automating that process. 1) Access Dashboard, 2) File - Print - Printer (Save as PDF) - Save, 3) Send E-mail with PDF attachment (or link to SharePoint location where the PDF was stored).<\/p>

    I know what you're thinking - isn't the point of the Dashboard to have real-time data? Right, but there are users who don't have the option to access digitally, so they need to share the data with a weekly hard copy.<\/p>","bodyRaw":"[{\"insert\":\"Is this still the case? I don't see an option to export a PDF of a Dashboard. I saw an older Community post, was hopeful that something had changed in the last 3 years. Workaround would be to print (Save as PDF) and send the PDF out. Could probably look into automating that process. 1) Access Dashboard, 2) File - Print - Printer (Save as PDF) - Save, 3) Send E-mail with PDF attachment (or link to SharePoint location where the PDF was stored).\\nI know what you're thinking - isn't the point of the Dashboard to have real-time data? Right, but there are users who don't have the option to access digitally, so they need to share the data with a weekly hard copy.\\n\"}]","format":"rich","dateInserted":"2022-05-06T21:31:52+00:00","insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2022-11-07T16:36:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/328749#Comment_328749","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/328749#Comment_328749

    和你完全一样，我没有真正需要持续显示实时数据，我使用仪表板创建动态报告来显示季度、每月的评论等，我也仍然困惑为什么“保存为PDF”不是仪表板或报告的功能?我已经提交了一个增强请求，但不确定他们是如何迅速响应这些?

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I believe this has now been answered on your other post?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-11 18:08:39","updateUser":{"userID":153468,"name":"BWheel","url":"https:\/\/community.smartsheet.com\/profile\/BWheel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-11T18:07:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":97642,"type":"question","name":"Adding Smartsheets that have been shared to me to a folder","excerpt":"Hi, I receive a lot of shared smartsheet plans from colleagues and I would like to create links to these plans in a folder structure that I have created. Essentially, I'm trying to create shortcuts to each shared smartsheet, in the folder but cannot see a way to do this. Is this possible? Many thanks in advance Andrew","categoryID":321,"dateInserted":"2022-11-11T10:00:00+00:00","dateUpdated":null,"dateLastComment":"2022-11-11T13:44:43+00:00","insertUserID":137901,"insertUser":{"userID":137901,"name":"Andrew Foster","url":"https:\/\/community.smartsheet.com\/profile\/Andrew%20Foster","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-11T13:46:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-11-11T17:41:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":19,"score":null,"hot":3336336883,"url":"https:\/\/community.smartsheet.com\/discussion\/97642\/adding-smartsheets-that-have-been-shared-to-me-to-a-folder","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97642\/adding-smartsheets-that-have-been-shared-to-me-to-a-folder","format":"Rich","lastPost":{"discussionID":97642,"commentID":350837,"name":"Re: Adding Smartsheets that have been shared to me to a folder","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/350837#Comment_350837","dateInserted":"2022-11-11T13:44:43+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-11-11T17:41:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-11T11:26:04+00:00","dateAnswered":"2022-11-11T10:23:53+00:00","acceptedAnswers":[{"commentID":350833,"body":"

Hi @Andrew Foster<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Here's a possible workaround or workarounds <\/strong><\/p>