Dashboard report formatting ensures your project data displays clearly when printed or shared as PDFs. Use this process when you need to create professional reports for stakeholders, job site meetings, or project documentation.
Before you start:
- Ensure your dashboard contains the data you want to include in the report
- Check that all dashboard tiles display the correct information
Steps
Change Report Orientation
- Open your dashboard and locate the Action button in the top-right corner
- Click Settings from the dropdown menu
- Select Portrait from Print Orientation option to switch the report layout from landscape
- Wait for the dashboard elements to rearrange automatically
Result: The dashboard adjusts to portrait format, with tiles repositioned for optimal vertical layout.
Preview Your Report
- Click Print Preview to review the formatted layout
- Check that all tiles fit properly within the portrait boundaries
- Use the Resize & Drag feature to adjust any tiles that appear cramped or misaligned
- Verify that critical data remains visible and readable
Save and Download
- Click Save to retain your formatting changes
- Click the Download button to generate the report
- Choose your preferred file location and save the PDF
Result: Your dashboard report downloads as a professional PDF in portrait format, ready for printing or sharing with project stakeholders.
Optimization Tips
Structure your dashboard content before changing orientation. Portrait format works best with vertically stacked charts and data tables rather than wide horizontal layouts.
Test print quality by downloading a sample report first. This helps identify any formatting issues before creating final reports for important meetings.
Troubleshooting
- Problem: Report layout appears distorted Solution: Resize individual tiles using the drag handles, then save and preview again
- Problem: Changes don't save Solution: Ensure you click Save in the preview mode before exiting or downloading