Export Insights analyses or dashboards as PDFs

Prerequisites

  • You have the Insights Author license.
  • You have the Insights Reader license (allows exporting dashboards as PDFs but does not allow exporting analyses).
  • You have the View Content permission.

  • You have at least one of these permissions:

    • View Analytics Data
    • View Classic WFM Data
    • View QM Data
    • View WFM Data
  • You have the Share Content permission.

Page location

Insights > Dashboards > Click a dashboard

Insights > Analyses > Click an analysis

Procedures

Export a dashboard as a PDF

  1. Click Export(upper-right corner of the page) and select Generate PDF. A message appears stating Working on your PDF file.

  2. When the message Your PDF is ready appears , click Download.

    NOTE   If you close the dialog box without downloading the file, repeat the previous step. Also, the downloadable file is available only temporarily for five minutes. If you wait too long, the file will expire.

Export an analysis as a PDF

  1. Click File(upper-left corner of the page) and select Export to PDF. A message appears stating Working on your PDF file.

  2. When the message Your PDF is ready appears, click Download.

NOTE   You can click Download or click Exports under File to view and download every analysis or report that is ready to download.

Related topic