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Create a Dashboard Report

You can create a dashboard report in PDF format. You can also create a dashboard report by exporting a dashboard page. When creating the report from scratch, you must link to a dashboard page. The configuration settings come from the dashboard page, so any changes made to the source affect the configuration settings of the report later on.

Required Editions

Available in: Intelligence Reports and Intelligence Reports Advanced
User Permissions Needed
To create and edit reports Schedule / “Create & Edit”
  1. From Analytics Builder, select Intelligence [Datorama] Reports.
  2. Select the Reports tab.
  3. Click Create New Report.
  4. Define your General details.
    1. Enter a Name.
    2. Select the Export Format: PDF.
    3. To determine how long reports are kept before they’re deleted, enter the Purge Report History (Days). For example, if you enter 30, all reports are deleted after 30 days.
      Note
      Note By default, the number of days is set to 180, which is also the maximum number of days you can keep reports.
  5. Define your Configuration details, and select the dashboard page for which you’re creating the report.
  6. Define scheduling and delivery methods for the report. Refer to Define Scheduling and Delivery Methods.

See Also