This has not been implemented, but I would recommend having a look at the slide publisher for a great way to do executive and board reports: https://www.clarizen.com/apps/slide-publisher/
Post
FollowFormat of Dashboard when exporting to PDF
The ability to choose landscape / portrait and paper size fit for the dashboard before export to PDF would be of benefit. The current view / layout produced is very ill fitting and not professional when submitting to Executives as a component of a Board Pack.
I note a couple of other requests in 2015/2016 (CR320866) around this but no update on the CR numbers. Did anything happen? Is it possible to manipulate at all prior to export?
Please sign in to leave a comment.
2 comments
Date
Votes
Thanks for the suggestion Josh. My problem is that most of my Board report is heavily summarised and filtered data within reports to build a single Portfolio view of all my recorded projects. I don't need / want individual project information. I did have a look but found that pulling information from reports didn't allow me to format or summarise in the same way that the dashboards do. E.G. I want a highlights box showing total active projects. Then I want a graph showing these split by division. Perhaps I am missing something but I only saw functionality to select the whole report (not components of a report).