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drobertsimp
Contributor ⭐️⭐️
June 1, 2020
New Idea

Export Dashboards as PDF

  • June 1, 2020
  • 8 replies
  • 249 views

Ability to export Dashboards as PDF so they can be shared externally. And that includes the graphic visualisations. e.g. scorecard tables, graphs etc.

      8 replies

      rakesh
      Gainsight Employee ⭐️
      rakesh
      Lets put your data to work!
      June 1, 2020

      Hi @drobertsimp 

      Thank you for posting. Do you want to share the dashboard with people outside of your organization? If they have a viewer license, you can share the dashboard as a link with all the interactivity. 

      For the dashboard as a PDF; Tables are usually scrollable. They can have a lot of columns and rows and in dashboard PDF, if we give just a screenshot, would that suffice?

        drobertsimpAuthor
        Contributor ⭐️⭐️
        June 2, 2020

        Hi Rakesh, 

        In answer to your question, yes I would like to share the dashboard to external parties, with respect to the tables, it would be great if like the export to PPT you could select whether the tables can extend, i.e. in PPT it creates multiple slides, so something similar would be great.

        The main ask is that the non-tabular graphics are exported, whether they be charts or scorecard tables etc. 

         

        rahul_prayakarao
        rahul_prayakarao
        Helper ⭐️⭐️
        June 16, 2020

        @drobertsimp thanks for providing your inputs. Ability to export a dashboard as a PDF is in our near term roadmap. I don't think we will be able to extend tables as we do in Success Snapshots(ppt) but non-tabular graphics and widgets will be supported. I will keep you updated on this.

          Rakesh Govindaraju
          Contributor ⭐️⭐️
          August 6, 2020

          Hi Team,

                        Please let us know when is the targeted date for the release of this feature. It is a very important feature needed in our Business as well where in users are export the Non Tabular graphs in one Single PDF.

          Thanks

          Rakesh

            rahul_prayakarao
            rahul_prayakarao
            Helper ⭐️⭐️
            August 11, 2020

            @Rakesh Govindaraju We are expecting to release this feature within the next few releases. I will update here as and when we have an update. 

              john_apple
              john_apple
              Expert ⭐️
              January 27, 2021

              Looking forward to seeing this ability in the product soon

                rahul_prayakarao
                rahul_prayakarao
                Helper ⭐️⭐️
                June 1, 2021

                @Rakesh Govindaraju @john_apple - FYI, this functionality will be available for all customers who have onboarded onto the new Horizon Analytics.

                  naga_gonaboyina
                  Helper ⭐️
                  July 26, 2021

                  Hello Everyone,

                  Happy to announce that your request has been considered and implemented in the Horizon Analytics in both SFDC  & NXT versions. Gainsight now supports to export the Dashboard as PDF.

                  Thanks for posting!

                   

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