About Sharing Reports
When the report template is finished, you’ll want to make it available for dashboard users to export in PDF and PPTX (Powerpoint) format.
How Report Data is Restricted
Reports are tied to dashboards because their data is automatically restricted based on the data restrictions you set for the dashboard’s role. This ensures that when users export their reports, they only see data relevant to them.
The data will also be limited by any filters the user applied to the dashboard before they entered the report.
Making PDF or Powerpoint Reports Available
How Dashboard Users Export Reports
Dashboards reports are exported from right inside the dashboard, using a button in the upper-right.
If Allow Dashboard Export is also enabled, you’ll select Export and then Report.
From there, you can decide on whether you want to export the report in PDF or PPTX (Powerpoint) format. This report will be emailed to you. This email goes to the email address (not the username) that is uploaded in the Participants tab of the project.