Customizing PDF Reports
Applicable to Sisense on Linux and Microsoft Windows
If you need to share dashboards with other users, or create a hard copy for yourself, Sisense 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 Sisense PDF Report Settings, you can customize and create formatted email reports and PDFs according to your requirements. The Sisense PDF Report Settings allow you to define both the content and design of your report quickly and easily.
Note: You can save the PDF layout in either the email report settings or in the manual download settings. When you change the layout in one, the other layout will automatically be updated. This means that you can setup your desired layout once instead of separately for each delivery method.
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:
- In your dashboard’s menu, click . The PDF Report Settings page is displayed.
- Edit the dashboard by selecting any of the following options:
The size of the email report in the PDF.
The orientation of the dashboard in the PDF, landscape or portrait. Landscape orientations display the dashboard horizontally while portrait orientations display the dashboard vertically.
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 ElastiCube name and last build time at the top of the PDF.
Dataset Name: Select to display the name of the ElastiCube that contains the dashboard’s data.
Dashboard Filters: Select to display dashboard filter selections.
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.
- Click Save to save your settings when sharing reports or to download your report.