Activity › Forums › Salesforce® Discussions › How do we export dashboard into a PDF report in Salesforce?

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  • Ravi

    Member
    June 17, 2016 at 10:38 am

    Hi Jay,

    There is no standard functionality that will allow you to do this,but you can do this by doing some manual work:
    1. First Create a visualforce page with renderAs = pdf.
    2. Go to your dashboard panel and copy the image url.
    3. Add the copied image url inside <img></imag> tag on visualforce page.

    <apex:page name="CustomDashBoard" renderAs="PDF" showHeader="true" sidebar="false" title="Custom DashBoard">
    <p><img src = "your image url"></img></p>
    <p><img src = "your image url1"></img></p>
    <p><img src = "your image url2"></img></p>
    <p>you can also customize image size, text format according your requirement </p>
    </apaex:page>

    4.Create a new Visual Force tab for this page.
    Since your page has renderAs="PDF" you can export your dashboard as pdf.

    There are also some Apps on Appexchnage you can try:
    http://appexchange.salesforce.com/listingDetail?listingId=a0N30000001U40NEAS.
    http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016am4EAA.
    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tC0000000YaH0.

  • Gourav

    Member
    June 20, 2016 at 2:33 pm

    That´s a challenge. Here is how you should export dashboard into PDF report step by step:

    • Create a new VisualForce Page
    • Go to you dashboard and right click in the dashboard panel and select "Copy Image URL".
    • Insert the copied url inside <img></img> tags on yous VisualForce Page
    • Format the page code with lines, tables, text or anything else you want to
    • Go to SETUP > CREATE > TAB. Create a new Visual Force Tab.
    • Choose your new Visual Force page
    • Since you can render the APEX PAGE as PDF, you will have the final result as follows.

  • Nilesh

    Member
    April 16, 2018 at 5:58 am

    Hi #Ravi  & #Gourav
    I agree with your solutions, but is it possible the same thing for lightning dashboard ?

    Thanks

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