Feature request: Export dashboard to PDF

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Lornefield Pensions Administration: documents · Feature request: Export dashboard to PDF

Craig Paterson requested the ability to export dashboards to PDF for monthly trustee packs. Callie Brennan confirmed other customers want the same feature and added it to the product roadmap for next quarter.

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Current to 10 Oct 26

Craig Paterson requested the ability to export dashboards to PDF for monthly trustee packs. Callie Brennan confirmed other customers want the same feature and added it to the product roadmap for next quarter.

Problem: Scheme managers were taking screenshots to create monthly metric snapshots for trustee packs; PDF export would automate this workflow. Handling: Craig submitted the feature request; Callie confirmed it matched feedback from other customers and flagged it to the product team for roadmap inclusion, with potential early build within months. Watch: Feature request from an active user with a clear business case, likely shared by other regulated customers needing formal reporting.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

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created · Craig Paterson 27 Nov 2023 12:41
Hi. Quick feature request: could we add the ability to export the dashboard to a PDF? Our scheme managers often want a snapshot of the monthly metrics to include in their trustee packs. At the moment they're taking screenshots, which isn't scalable as we grow. Would this be something you could add? Regards, Craig
public_reply · Callie Brennan 27 Nov 2023 17:21
Hi Craig. Thanks for the suggestion. That maps cleanly to what we've heard from other customers. I've flagged it with the product team, and it's gone into the roadmap for next quarter. Depending on how the sprint planning lands, you might see this in an early build within a few months. I'll keep you posted. Cheers, Callie.
status_change · Callie Brennan 30 Nov 2023 17:18
status_change · 4 Dec 2023 23:59

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