Download CRM Analytics Dashboards as Documents (Beta)
Export your CRM Analytics dashboard as a PDF to share your insights. Preserve your
applied filters and the active page, and customize the layout with specific page sizes and data
options.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
Note Document downloads is a pilot or beta service that is subject to the Beta Services Terms at
Agreements - Salesforce.com or a written Unified Pilot Agreement
if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta
service is at the Customer's sole discretion.
User Permissions Needed
To download data in tabular format:
Download CRM Analytics Data
From Setup, in the Quick Find box, enter Analytics, and then click
Settings.
Select Enable dashboard saved views, Secure image sharing
and downloading, and Opt into Hyperforce Headless Browser
Service.
In the CRM Analytics dashboard, click the Download icon .
Select Document (Beta).
Select a standard document size, such as A4, Letter, Legal, or A3.
To include the underlying tabular data for dashboard widgets, select Include
Data. When this option is deselected, the PDF includes only the visual dashboard
screenshot.
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