With reporting, you are able to generate a PDF file of your dashboard, which you can then e.g. send to colleagues or management. You can think of a report as a dashboard, but with a different layout so that it fits on an A4 page.
Navigate to the dashboard for which you want to create a report and switch to edit mode. If you now click the three dots button in the header, you will see an option called Report mode. This will take you to the report view, where you can create the layout of your report.
If you click on the three dots button again, the Report mode option should appear green, which means that the report mode is turned on. To switch back to the normal dashboard edit view, simply click on Report Mode again to turn it off.
Toggling report mode on and off
As already mentioned, a report is basically your same dashboard, just with a different layout. You can pretty much do the same things in report mode as you can in dashboard edit mode regarding the layout, e.g. you can add or remove widgets, or you can resize or move widgets.
Note that the widgets are shared with your dashboard layout. That means that if you add a widget in reporting mode, it will also get added to your "normal" dashboard, the same goes for deleting widgets. Moving and resizing on the other hand only take effect in the current mode you're in, so if you resize a widget in report mode, it won't get resized in your dashboard and vice versa.
Reports by default are always in A4 portrait mode. To switch to landscape mode, you can simply toggle to the landscape via the radio buttons that are located on the top right of your report preview.
Changing a reports orientation
The header automatically contains the following information:
- Dashboard Name
- Created by user: The user that created the report, while designing the report will always be you.
- Timeframe: This will display a formatted version of the current value set in your global timestamp filter.
- Things: This will display a formatted version of the current value set in your global thing filter. If your global thing filter is set to an in the filter, the header will only display the first three things. If there are more than three things it will also show you how many things it didn't display.
Report header with global timestamp filter set to today and global thing filter set to an in filter with 5 things selected
The footer automatically contains the following information:
- Creation Date: You may be confused because the creation date will always just show the current date and time. This is because in report mode this value doesn't make much sense, but when generating a PDF of your report, it will be printed with the current time when the PDF has been generated.
- Current page and total pages
If you are happy with the layout of your report, you can now create a PDF version of your report. To do this, you can click on the Button with the arrow down icon in the header section. Clicking this button will generate a report PDF and will give you the option to save the PDF.
This button will also appear in dashboard view or edit mode, so you don't need to switch to report mode again to download a report PDF.
The download report button in the dashboards' header section