Export Dashboard to PDF
From your Dashboard, you can export all the pages as a PDF file.
The export is generated from the toolbar on the right, click on "Export PDF".
Then start the export from the confirmation window.
From this window, the compagnie logo can be integrated into the PDF. If no logo is included, the logo of the accounting firm will remain by default in the PDF.
It's also possible to select one or more pages to export. By default, all pages will be exported.
The PDF export is intended for customers and is based on the publication date. It will not include data after the publication date (apart from forecasts).
see the article : "Publish Dashboard for clients" |
Export tables to Excel file
You have the option to export the tables from your Dashboard as an Excel file. The tables are converted and downloaded to your computer in Excel format (.xls)
Go to the Dashboard app,
Select the page where you want to export a table
Then click on the “Download” button located at the top right of the table to export.
