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Exporting Reports and Dashboards

Anything that can be exported to Excel can also be exported with comma-separated values (CSV) or tab-separated values (TSV).

Exporting graphical reports results in a PDF document displayed in Adobe Acrobat Reader. Gantt charts are given a print dialog for configuring the list and graphical aspects separately. See Printing Gantt Reports to PDF below.

Dashboards

Dashboards and their components can be exported to Excel and printed to PDF.

Options for dashboards

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When exporting to Excel, each report on the dashboard is automatically exported into a separate worksheet. Also, when exporting dashboards with graphical report/chart components to Excel, the data behind the charts is exported as a list report - the visualization is not exported.

When exporting to PDF, you have several options:

  • Print to PDF - Prints each report in the dashboard on a separate page.
  • Browser Print > Avoid Page Break Inside Reports - Prints as many reports as possible on one page, reports that don't fit on one page will start on a new page. For example if you have 2 charts and a list report, and the page break happens halfway through the list report, the list report will start on the next page.
  • Browser Print > Minimize White space  - For example if you have 2 charts and a list report, and the page break happens halfway through the list report, half of the list report will be on the current page, and the other half of the list report will continue on the next page (or pages, if the list is long). 

           

TIP

If the right side of the dashboard is cut off, try the following:

  • make the browser narrower
  • use a wider paper size
  • use the chrome PDF option to zoom to less than 100%

           

Graphical Reports

Graphical charts can be exported to Excel, PDF, and PowerPoint, as well to PNG or JPG files, and a SVG vector image. Note that when exporting graphical reports/charts to Excel, the data behind the chart is exported as a list report - the visualization is not exported..

Options for graphical reports

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Text-based Reports (List, Crosstab, Gantt)

Non-graphical reports can be printed to PDF, and exported to Excel, CSV and TSV files. See Printing Gantt Reports to PDF.

Options for list-based reports

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Note that "Export Flat List to Excel" is available only for Crosstab reports, supporting further data manipulation in Excel, such as pivot tables.

Printing Gantt Reports to PDF

           

NOTE

You must select "print background colors" (each browser uses slightly different language) in order for the Gantt bars to display.

           

  1. Run the Gantt report.
  2. In the Actions menu of the rendered report, choose Export/Print to PDF.

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The dialog that appears includes 3 radio buttons, as shown in the screenshots below. 

  • The top button reflects the Topic entity on which the report is based. Select this radio button if you want to print the left-side columns as a list report only.
  • Select the Gantt button to print the Gantt chart only.
  • Select the List and Gantt Chart button to print both the list and the chart.

If printing the Gantt portion, select the date range you want to print; adjust the size and orientation as necessary.

Project Topic, Gantt Type

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Task Topic, Gantt Type

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For additional options, click the More button and you will see options to:

  • Show Header/Show Footer
  • Print list/chart on one page (shrinking list as necessary)
  • Print Gantt Bar labels
  • Print columns: select the columns you wish to include in the list part of the report.