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In response to customers’ feedback and taking advantage of the latest developments of the SureCloud Platform, SureCloud has released a new piece of functionality.

It is now possible to do the following;

  • Create and download a PDF version of a portlet
  • Create and download a PDF version of a dashboard
  • Schedule the one time or regular emailing of any given dashboard PDF to a set of email recipients.

PDF Dashboard or Portlet

It is possible to produce and download a PDF of any given dashboard or individual portlet.
In order to produce a PDF of a dashboard, perform the following steps:

  • Using the Navigation Bar, browse to the dashboard you wish to PDF.
  • Invoke the dashboard configuration menu from the Navigation Bar by clicking on the 3 dots alongside the dashboard in question
  • Select “Download PDF”
  • Wait for the dashboard PDF to be produced. It will download automatically.

Note: The dashboard will perform an automatic refresh before producing the PDF and so the download will not start until the refresh is complete.

In order to produce a PDF of an individual Dashboard portlet, perform the following steps:

  • Using the Nav Bar, browse to the dashboard which contains the portlet you’d like to PDF.
  • Find the portlet in question and invoke the configuration menu by clicking on the 3 dots on the top right-hand corner of the portlet.
  • Select “Download” and then “PDF”
  • Wait for the portlet PDF to be produced. It will download automatically.

Note: The portlet will perform an automatic refresh before producing the PDF and so the download will not start until the refresh is complete.

Email PDF of Dashboard on a Schedule

It is possible to schedule the emailing of a dashboard PDF to one or more recipients. You can also set up a schedule to ensure the dashboard PDF is generated and sent on a regular basis.

In order to set up a dashboard PDF email schedule, perform the following steps:

  • Using the Navigation Bar, browse to the dashboard you wish to send.
  • Invoke the dashboard configuration menu from the Navigation Bar by clicking on the 3 dots alongside the dashboard in question
  • Select “Email <Dashboard Name>”

  • Fill in the resulting dialog box with details of:
    • TO: Enter the email address(es) of the recipient(s) you wish to receive a copy of the dashboard PDF. It is possible to use the type-ahead function to easily select one or more users that exist in your SureCloud organisation or you can simply enter email addresses using free text.
    • FREQUENCY: Select a schedule for sending the PDF: Once, Daily, Weekly or Monthly.
    • SUBJECT: Enter the subject line for the email that will be sent.
    • MESSAGE: Enter the message body for the email that will be sent.

  • Select Save to commit this schedule and the SureCloud platform will ensure the dashboard PDF is generated at the appropriate time and sent to the email addresses specified.

Note: It is only possible to save a single schedule per dashboard and the dashboard will perform an automatic refresh before producing and sending the PDF.

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