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DocumentationWorkfrontWorkfront Guide

Print a dashboard

Last update: Mon Oct 31 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can print or export a dashboard to a .PDF file. To print a dashboard, you must have permission to View it.

NOTE
This feature is for use only with the standard Dashboard view. It is not available for dashboards that are embedded in the Projects area or set as custom tabs.

Access requirements

You must have the following:

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Work or higher
Access level configurations*

View access to Reports, Dashboards, and Calendars

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions/td>

View permissions to the dashboard

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

The dashboard must be created before you can print it.

For information on creating dashboards, see Create a dashboard.

Understand what information is printed when printing a dashboard

When printing a dashboard or saving it as a .PDF file, some information from the dashboard, as it appears in the ÃÛ¶¹ÊÓƵ Workfront web application, may not appear on the printed or exported file.

What is displayed? what-is-displayed

The following information is included in the printed or exported dashboard file:

  • Dashboard title
  • Report titles
  • Timestamp of when the report was last generated
  • All objects on the dashboard, including list views, external web pages, reports, and calendars
  • Your company’s logo, if your Workfront administrator has customized it in your Global Navigation Bar. For more information about branding the Workfront site, see Brand your ÃÛ¶¹ÊÓƵ Workfront instance.

What is not displayed? what-is-not-displayed

The following information is not included in the printed or exported dashboard file:

  • The Workfront navigation bar
  • Any other formatting that is specific to Workfront
  • Depending on the size of your reports and the number and width of individual columns, exporting and printing a dashboard might result in some columns being cut off.

  1. Go to the dashboard that you want to print.

  2. Do either of the following:

    • Click Dashboard Actions > Print

    • Press Ctrl+P (on Windows) or Command+P (on Mac)

      note important
      IMPORTANT
      • Neither of these options are available when the dashboard is embedded in a custom tab. For information about creating custom tabs, see Create custom tabs or sections.
      • The keyboard shortcut option is not available when using the Internet Explorer browser.

  3. In the Destination field, select from the various printing options available.
    The printing options vary depending on the browser and browser version you use.

  4. (Optional) Save the dashboard as a .PDF file, then click Save to save the .PDF.
    To learn how to save the dashboard as a .PDF file, see Export a dashboard.

  5. Click Print.

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