---
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title: Considerations and Limitations for Downloading CRM Analytics Dashboards as Documents (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_document_download_considerations_limitations.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_document_download_considerations_limitations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c6258130679b733ebb686c398e3df9e04e6b3d111945bf0c4c26953923e7b327
description: Keep these considerations and limitations in mind when downloading CRM Analytics dashboards as documents.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Considerations and Limitations for Downloading CRM Analytics Dashboards as Documents (Beta)

Keep these considerations and limitations in mind when downloading CRM Analytics dashboards as documents.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Considerations

- The downloaded document shows the dashboard exactly as you view it, including applied filters and the active page.
- To capture your current view, a temporary shared saved view is created before the download starts.
- UI downloads default to screenshot only (includeData = false). Manual URL route downloads default to including data pages (includeData = true).
- Data-heavy downloads take a few moments. After you select the download option, check your Downloads folder.

## Limitations

- The PDF download option appears only for dashboard asset types.
- If a widget is scrollable, the download captures only its visible area.
- UI-based downloads capture only the open page.
- Print and download actions aren't available for embedded dashboards.
- Table data sometimes truncates in the generated PDF.