Save a Dashboard as a PDF

Export any Dashboard as a PDF for easy reporting.

When you export your Dashboard, each page will be organized into two columns of cards.

You can also export Overviews to PDF.

What you'll need

  • Everyone, including guests that have been invited, can save Dashboards as a PDF.
  • 100 uses of Dashboards are available on the Free Forever Plan. Uses include the following actions:
    • Create a Dashboard
    • View a Dashboard
    • Add a card
    • Edit a card
    • Remove a card
    • Remove a Dashboard
  • Unlimited uses of Dashboards are available on the Unlimited Plan and above.
  • Embed cards will not be included in the PDF. 

Save a Dashboard or Dashboard view as a PDF

You can save Dashboards and Dashboard views as PDFs. You can download the PDF or send yourself an email with the PDF attached.

Save a Dashboard

To save a Dashboard as a PDF:

  1. Open the Dashboard.
  2. In the upper-right corner, click the download icon. Or in the upper-right corner, click the ellipsis  ... icon.
    Screenshot of the download icon and the ellipsis... menu in the upper-right corner of the Dashboard.
  3. Select from the following options:
    • Download PDF: Select a location for the file and click Save.
    • Export PDF to email: The PDF will be attached to an email sent to the email address associated with your ClickUp account.

Save a Dashboard view

To save a Dashboard view as a PDF:

  1. Open the Dashboard view.
  2. In the Views Bar, click the Dashboard name.
  3. Select from the following options:
    • Download PDF: Select a location for the file and click Save.
    • Export PDF to email: The PDF will be attached to an email sent to the email address associated with your ClickUp account.

Dashboard view menu highlighting the option to export to PDF.

Troubleshooting exports

If you're using Firefox, Enhanced Tracking Protection may block your Dashboard from being downloaded.

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