Set Dashboard Report to Portrait

In This Article

• Changing Report Orientation

• Previewing and Saving the Report

• Downloading the Report

Changing Report Orientation

Changing the orientation of your dashboard report to portrait format ensures better readability and optimized printing, especially for reports with stacked content.

Steps

1. Open your dashboard and navigate to the Action button in the top-right corner.

2. Locate the Settings.

3. Select Portrait to switch the report layout.

4. The report will adjust to the new format automatically.

   • Expected result: The dashboard elements rearrange to fit the portrait layout.

Tips

• Ensure that the dashboard content is well-structured to fit within the portrait layout without excessive scrolling.

• Use the Resize & Drag feature to adjust tiles for a cleaner presentation.

Previewing and Saving the Report

Previewing your report before saving ensures all elements are displayed correctly in the portrait format.

Steps

1. After setting the report to portrait, click Print Preview.

2. Review the layout and make necessary adjustments.

3. Click Save to retain the changes.

   • Expected result: The report remains in portrait mode for future downloads and printing.

Downloading the Report

Downloading the report allows you to share it as a PDF or print it for offline use.

Steps

1. Click the Download button after saving the portrait orientation.

2. Save the file to your device.

   • Expected result: The report downloads in portrait format, ready for printing or sharing.

Troubleshooting Tips

• Issue: Report layout appears distorted → Resize tiles and check alignment before saving.

• Issue: Changes are not saving → Ensure you click Save before exiting the preview mode.