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If you need to share dashboards with other users, or create a hardcopy for yourself, RI-BIT allows you to send an email report to your users or export your dashboard to PDF. Dashboards in email reports or PDFs though look different compared to online dashboard as they serve different purposes. Through the RI-BIT PDF Report Settings, you can customize and create formatted email reports and PDFs according to your requirements. The RI-BIT PDF Report Settings allow you to define both the content and design of your report quickly and easily.

From the PDF Report Settings page, you have two modes, Edit mode, for customizing your PDF, and View mode, for seeing how the dashboard will be displayed in the PDF. In Edit Mode, all the settings you can apply to your report are displayed in the left menu.

In Edit mode, you can set the size of your widgets by selecting and dragging the borders of each widget. These borders are displayed when Edit mode is toggled on.

In View and Edit mode, you can define your dashboard’s orientation, its layout, and what is displayed in the header and footer on your report.

After you have customized your report, you can save the settings and use them when sharing reports, or download the report as a PDF.

To customize a PDF report:

  1. In your dashboard’s menu, click . The PDF Report Settings page is displayed.
  2. Edit the dashboard by selecting any of the following options:
    Setting Description

    Paper Size

    The size of the email report in the PDF.

    Orientation

    The orientation of the dashboard in the PDF, landscape or portrait. Landscape orientations display the dashboard horizontally while portrait orientations display the dashboard vertically.

    Header

    The design and content of your report’s header. The header is displayed on the top of each page or your PDF report.

    From the Header list, you can define how your header is to be displayed:

    Compact, Medium, Large, or No Header.

    After you have set the design, you can determine what information is included in the header.

    Title: Select to display the dashboard name at the top of the PDF.

    Dashboard As Of: Select to display the Database name and last update time at the top of the PDF.

    Dataset Name: Select to display the name of the database that contains the dashboard’s data.

    Dashboard Filters: Select to display dashboard filter selections.

    Footer

    The content displayed in the footer section of each page of your report. You can display the following information:

    Page Number: Select to display the page number on each page of the report.
  3. Click Save to save your settings when sharing reports or  to download your report.