Export CRM Analytics Dashboards as Documents with Custom Page Sizes (Beta)

Download and share CRM Analytics as PDFs with custom page sizes and data options. For example, your users can export a dashboard page in A4 format and share it over Slack for weekly reviews.

Where: This change applies to CRM Analytics in Lightning Experience in Developer Edition and Enterprise, Performance, and Unlimited editions.

Note Document Download is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.

Who: To download a dashboard image as PDF, you need a CRM Analytics license and Download CRM Analytics Data user permission.

How: From Setup, in the Quick Find box, enter Analytics, and then click Settings. Then, select Enable dashboard saved views, Secure image sharing and downloading, and Opt into Hyperforce Headless Browser Service.

In the CRM Analytics dashboard, click the Download icon. Select Document (Beta). Select the page size of the document, and select to include or exclude tabular data. Then, click Download as Document (Beta).