Exporting a PDF Copy

Generate a PDF copy of the current dashboard for storage.

  1. Select the PDF export option in the dashboard toolbar.

    The Download PDF dialog displays.
  2. Edit the selection options in the Download PDF dialog, or use the default configuration settings.

  3. Use the following table to understand the configuration settings in Download PDF.
    Setting Description
    Paper Size

    Select a paper size for the PDF copy of the selected dashboard.

    The Letter size is selected by default.

    Scaling

    Select a scale option for the PDF copy of the selected dashboard.

    The Automatic scale is selected by default.

    Layout

    Select Portrait or Landscape page layout for the copy of the selected dashboard.

    The Portrait layout is selected by default.

    Content

    Select the content to include in the PDF copy of the selected dashboard. This Dashboard content is selected by default.

    The following content options are provided:
    • This Dashboard
    • Sheets in Dashboard
    • Sheets in Workbook

    'This Dashboard' provides a PDF of the information shown in the dashboard. For example, all results currently displayed in the page will display in this PDF.

    'Sheets in Dashboard' provides a PDF of all pages in the selected module that are available in the selected dashboard. For example, all results in the Care Rounds Summary dashboard will display in this PDF.

    'Sheets in Workbook' provides a PDF of all pages in all dashboards in the selected module. For example, while the Summary dashboard is selected, the results in all Care Rounds dashboards will display in this PDF.

    Sheets to Download

    Select the pages in the dashboard to include in the generated PDF. All are selected by default.

    This field displays the names of the pages in the dashboard (or workbook, when 'Sheets in Workbook' is selected in Content) that will display in the generated PDF.

  4. Select one of the following in the Download PDF dialog.
    In this example, select Download PDF to generate a PDF.
    • Cancel: Close the dialog without generating a PDF.
    • Download: Generate a PDF of your selections.
    The setting options are removed in the Download PDF dialog, and a results message displays.
  5. Select one of the following:
    In this example, select Download in the Download PDF dialog to download the file to your local file store.

    Select one of the following to exit the Download PDF dialog.
    • Cancel: Close the dialog without downloading a PDF.
    • Download: Download a PDF of your selections.
    The dialog closes, and the dashboard is visible again.
Finally, verify your export content is delivered in your local file store.