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The Current Preview fails to download when exporting dashboards as PDF.

Дата публикации: May 15, 2026
Описание

When attempting to download the Current Preview of a widget in a CRM Analytics dashboard during PDF export, the download fails and the current preview is not generated successfully.

Image 1: We can see that there are a total of 6 open opportunities. To export all the records, we need to select the “Include Data” permission.

Choose a method of downloading this asset

Image 2: The data has been exported from Assets. 

 

Решение
 

Currently, the PDF preview captures only the content visible within the viewport at the time of rendering. This behavior is expected, as the preview generation process does not preserve widget-level scroll positions.

At present, capturing scrolled content within widgets is outside the supported feature scope for the current release, and the observed behavior aligns with the existing product design.

Дополнительные ресурсы

Download CRM Analytics Dashboard Images

Номер статьи базы знаний

005321991

 
Загрузка
Salesforce Help | Article