You can export custom dashboards from Universal Analytics, in the form of PDFs. This is particularly useful if you want to share a snapshot of data from a custom dashboard with users who do not have access to Universal Analytics. For example, you might export several PDFs of custom dashboards you have created, and then attach them to an email or message.
If you intend to share PDFs of dashboards with external users, ensure you abide by GDPR and your organisation’s internal policies.
You can also schedule emails to be sent to users at timed intervals, containing PDFs of dashboards you have created. This means you do not have to manually download a particular dashboard and send it to one or more external or internal users. For more information, see Scheduling emails in Universal Analytics.
Below is an example of a PDF containing a snapshot of insights from a custom dashboard. Insights displayed in PDFs are static images, which means tables, charts and other insights from the dashboard are resized to fit into the PDF.
If you apply filters to the dashboard prior to exporting the PDF, the data in the exported PDF is also filtered based on the selected filters. For example, the dashboard below has been filtered to only show data from the last 30 days. This means the insights in the PDF are also filtered to show data from the last 30 days by default. The attached PDF always reflects the filters set at the time the PDF is exported from Universal Analytics.
To export a dashboard:
In Universal Analytics, click KPIs.
The KPI dashboard appears.
On the left-hand side, click on a dashboard you have created.
In the top-right corner, click the ellipsis (…).
From the menu, click Export to PDF.
The export begins. The export can take around 10 seconds to complete.
The PDF is downloaded to your computer, after which it can be opened and attached to emails or messages.
