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:
- Open the Dashboard.
- In the upper-right corner, click the download icon. Or in the upper-right corner, click the ellipsis ... icon.
- 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:
- Open the Dashboard view.
- In the Views Bar, click the Dashboard name.
- 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.
Troubleshooting exports
If you're using Firefox, Enhanced Tracking Protection may block your Dashboard from being downloaded.