Dashboard PDF

Judy Tropper
Judy Tropper ✭
inSmartsheet Basics

Is it possible to automate sending a PDF version of the dashboard to a group or manually selecting something to send a PDF of the dashboard to a group?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@Judy Tropper

    Unfortunately, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    As a possible workaround, you could maybe use a 3rd party solution or take a screenshot and have a workflow in a sheet that automates the send out.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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  • Jake Gustafson
    Jake Gustafson ✭✭✭✭✭✭

    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).

    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.

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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":"2023-06-26T20:52:24+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

    Exactly the same as you, i have no real need to continuously display live data and am using the dashboard to create vibrant reports to display quarterly monthly reviews etc. and am also still baffled why 'save as PDF' is not a function in dashboards or reports? I have submitted an enhancement request but not sure how prompt they are at responding to these?

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@Steve_Mitchell<\/a>, thank you! I just filed a ticket. i appreciate your help.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":207,"urlcode":"Sales","name":"Sales"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]},{"discussionID":106894,"type":"question","name":"How to Count a value in a drop down \/ multi-selection list?","excerpt":"Hi, I'm wanting to count the total amount time this value \"VAVE\" is being assigned to a drop down column. I'm using a summary sheet to collect this data using formulas. So in the request type column(drop down list) I want the total in this sheet. I also want a total by the Brand. I keep getting an incorrect number, like 48…","categoryID":321,"dateInserted":"2023-06-26T15:09:07+00:00","dateUpdated":"2023-06-26T15:09:27+00:00","dateLastComment":"2023-06-26T20:54:24+00:00","insertUserID":162246,"insertUser":{"userID":162246,"name":"Shawn_K2","url":"https:\/\/community.smartsheet.com\/profile\/Shawn_K2","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nPFlXyflhuI!uj8vZ9JIm_o!1axowkoO9t8","dateLastActive":"2023-06-26T20:56:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162246,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":58,"score":null,"hot":3375609211,"url":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106894,"commentID":382446,"name":"Re: How to Count a value in a drop down \/ multi-selection list?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382446#Comment_382446","dateInserted":"2023-06-26T20:54:24+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/LKT88AUTSMAT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:54:33+00:00","dateAnswered":"2023-06-26T16:44:18+00:00","acceptedAnswers":[{"commentID":382355,"body":"

@Shawn_K2<\/a> UGH I make a mistake. I copied your formula without looking at it close enough 😜<\/span><\/p>


<\/p>

try =COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"))<\/p>"},{"commentID":382446,"body":"

@Shawn_K2<\/a> <\/p>

=COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"), {CPR Brand}, HAS(@cell, \"ING\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106815,"type":"question","name":"Create a dashboard to display a count of multiple cell entries","excerpt":"I am struggling (absolutely newbie) to create a dashboard that will count all the individual certifications, and all the professional certifications and all the in progress certifications - attached is a screenshot - can anyone help?","categoryID":321,"dateInserted":"2023-06-23T08:49:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T08:52:42+00:00","insertUserID":162670,"insertUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162670,"lastUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":45,"score":null,"hot":3375369727,"url":"https:\/\/community.smartsheet.com\/discussion\/106815\/create-a-dashboard-to-display-a-count-of-multiple-cell-entries","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106815\/create-a-dashboard-to-display-a-count-of-multiple-cell-entries","format":"Rich","lastPost":{"discussionID":106815,"commentID":382488,"name":"Re: Create a dashboard to display a count of multiple cell entries","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382488#Comment_382488","dateInserted":"2023-06-27T08:52:42+00:00","insertUserID":162670,"insertUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/AIA1FR735DQ8\/screenshot-2023-06-23-at-09-49-05.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-23 at 09.49.05.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T08:52:20+00:00","dateAnswered":"2023-06-26T16:21:51+00:00","acceptedAnswers":[{"commentID":382338,"body":"

You don't HAVE to, but I generally create a dedicated metrics sheet mainly because I have a lot of separate calculations I want to run and display (typically).<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5411,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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