Click to open the menu, and select Print.Asnapshot of your dashboard opens. In your browser’s File menu, select Print and set the destination to your printer or Save as PDF. (Optional) To include background color or images, click Moresettings and select Background graphics.
How do I create a new dashboard in Salesforce?
So to start off you need to navigate to the reports tab and hit “New Dashboard” directly next to “New Report”. If you don’t have this button here you probably don’t have the correct permissions, best thing to do is get in contact with your System Administrator. 2. You will then see the layout design manager for your dashboard.
How do I print a Salesforce record?
You can print Salesforce records from most detail pages. In Salesforce Classic, click the Printable View link located in the upper right corner of most detail pages. In console apps for Salesforce Classic, click the print icon to open a record's printable view.
How do I create a printable view in Salesforce?
In console apps for Salesforce Classic, click the print icon to open a record's printable view. In Lightning Experience, click Printable View in the action menu . If you previously customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, you have to manually add Printable View to that section for it to appear.
What are dashboards and how do I use them?
Dashboards are a way to visually represent the reports you have created. You can add charts to your reports but dashboards give you more options and also the ability to add up to 20 charts and tables on one page for a quick view of multiple reports. Below if an example of a dashboard.
How do you print a dashboard?
Print a dashboardOpen the dashboard that you'd like to print.In the upper left corner, select File and choose Print this page.The Print window for your browser opens. Choose the settings. For example, if your dashboard is wider than it is long, you may want to change the layout to Landscape. Select Print.
How do I print from Salesforce?
Click Printable View from the report's run page.From the browser dialog, do one of the following: Open the report with your browser and use your browser's print function. Save the file in Excel and use the print option in Excel.
How do I export a Salesforce dashboard to Excel?
Follow the below steps to do so .From Reports, next to the report you want to export, click Export.If you set the “Do not save encrypted pages to disk. ... Reports in the joined format can't be exported, but you can choose a printable view.Set an Encoding appropriate for your language.Set the Format to Excel Format .More items...•
How do I view dashboard in Salesforce?
To launch the Dashboard Editor, click New Dashboard. Dashboards are made up of components. Each component contains a chart or metric that shows data from one report. Different components can show data from different reports.
How do I download a Salesforce dashboard?
Download Dashboard Pages and WidgetsGo to the dashboard page or widget you want to download.Click the Share icon.Select quick download.Select the format you require: PNG, Excel, PDF, or PPT. ... Click Download Now, and open your file.
How do I enable printable view in Salesforce?
Note If the Printable View button doesn't appear on a supported object, try disabling and re-enabling printable view. From Setup, select Object Manager, then select the object. In the left pane, select Search Layouts for Salesforce Classic. The printable view button is in the List View layout.
How do I export Salesforce dashboard to PDF?
Click to open the menu, and select Print. Asnapshot of your dashboard opens. In your browser's File menu, select Print and set the destination to your printer or Save as PDF.
Can you export a dashboard?
To export a dashboard in PDF format: You can use the Export PDF feature to share customized dashboards externally. The exported PDF is a generated report of the selected dashboard.
How do I export a Salesforce report to PDF?
You can not export report into PDF format but Export a printable copy (or xls/csv), then save that file as a PDF. There isn't a way to natively export as a PDF, unless you're using a merge client like Drawloop or Conga.
How do I create a dashboard report in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...
How do I display the dashboard on my home page?
Drag and drop the Dashboard standard component into place. From the Dashboard drop-down list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.
How do I create a dashboard and report in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
What is dashboard in Salesforce?
Dashboards are a way to visually represent the reports you have created. You can add charts to your reports but dashboards give you more options and also the ability to add up to 20 charts and tables on one page for a quick view of multiple reports.
What are the two charts on the left side of the dashboard?
The top two starting from the left are bar charts, a line graph, pie chart, doughnut chart, pipeline funnel, scatter chart, gauge chart, metric and table.
