Bethan Lister

Request: Dashboard PDF export

Ticketclosed

Delancey Haig: documents logo Delancey Haig: documents · Request: Dashboard PDF export

Holly requested PDF export for dashboards to share snapshots with clients instead of screenshots. Use case: directors need professional appearance for client reporting. Passed to product team for roadmap review.

Priority low

What happened

What this says

Current to 11 Oct 26

Holly requested PDF export for dashboards to share snapshots with clients instead of screenshots. Use case: directors need professional appearance for client reporting. Passed to product team for roadmap review.

Problem: Holly's directors regularly share dashboards with clients but are currently screenshotting or printing from the browser, which lacks professional appearance. She requested a feature to export dashboards as PDF with current filters applied. Handling: Bethan guided Holly to provide a formal feature request with context. Bethan then passed the request to the product team for roadmap consideration. Watch: Valid workflow expansion; customer would use this feature for client reporting if delivered.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryfeature_request
Channelemail
First response (min)123
CSAT5
Helpdeskmade from

Trail

  1. Holly Tranter
    public_reply · Holly Tranter 13 Feb 2025 11:31
    Just to give you some context: our directors regularly need to share dashboards with clients, and they're currently screenshotting or printing from the browser. If we could export to PDF it would look much more professional.
  2. Bethan Lister
    public_reply · Bethan Lister 13 Feb 2025 12:38
    That's useful context. Can you put in a formal feature request with specific details about how you'd use it? That helps the product team understand the priority.
  3. Holly Tranter
    created · Holly Tranter 13 Feb 2025 12:51
    I'd like to request a feature for dashboard PDF export. Our directors need to share dashboard snapshots with clients, and exporting as PDF would be much cleaner than screenshots. They want to export the dashboard as it appears on screen with all current filters applied. Would this be possible?
  4. Bethan Lister
    public_reply · Bethan Lister 13 Feb 2025 14:54
    Perfect, thanks Holly. I've passed this to the product team. They'll review it in their next planning meeting. I'll update you once they've made a decision on whether to include it in an upcoming release.
  5. Bethan Lister
    status_change · Bethan Lister 18 Feb 2025 11:02
  6. status_change · 22 Feb 2025 23:59
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