“report button” into dashboard

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Hello Everyone,

I'm currently looking for the possibility of a customer to generate his own report from dashboard.

I did the dashboard training and I also had a look on Dojo but I didn't find any topic related to that.

Thanks in advance

Jordane

Marieke Goethals [SLC] [DevOps Catalyst] Selected answer as best 11th July 2023

1 Answer

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Hi Jordane,
Not really sure what you mean by 'generate his own report', but if you mean 'generating a pdf version of your dashboard', then I can say that this is still a 'Soft launch' feature which will be fully released in our of our upcoming feature releases. Once released or when having enabled the soft launch option, you will find the PDF export in the menu item of the dashboard header.


More info on how to enable soft launch options here, this is the option you need: 'ReportsAndDashboardsExport'.

Marieke Goethals [SLC] [DevOps Catalyst] Selected answer as best 11th July 2023
jordane plumel commented

Hi Pieter,

Sorry for replying so late.

Thank you ! This is exactly what I am looking for. I will test this feature ASAP.

BTW, I followed your training courses about dashboard and it helps me a lot.

Jordane