Export an Analytics dashboard as a PDF to share a snapshot of your reporting. Vizmo emails the PDF link to you and to anyone you choose.

Before you start

• You can see Analytics in the left menu and the dashboard you want is configured for your company or location.
• Your account is allowed to create exports. If it is not, the Export button does not appear on the dashboard. Ask your administrator to check your access.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Export a dashboard as a PDF

1. Sign in to the Vizmo portal. Use Company View to report on the whole company, or select a location to report on that location only.
2. Open Analytics in the left menu and select the dashboard you want, for example Visitor. If the dashboard has several tabs above the charts, select the tab to export. Check the dashboard title before you continue.
3. Apply the filters you want on the dashboard. Filters that are applied are included in the PDF.
4. Select Export at the top of the page, next to Refresh.
5. Under Select Duration, choose a Start Date and an End Date. The end date must be on or after the start date, you cannot choose a future date, and the range can be at most 180 days.
6. Optional: under Select Recipient(s), choose the employees who should also receive the PDF. They must have an email address on their Vizmo profile and belong to the same company and, for a location export, the same location.
7. Select Export at the top of the panel. A message confirms that the export was created.
8. Wait for the email. When the PDF is ready, you and your selected recipients each receive an email with a download link. The link works for 7 days. After that, request a new PDF.

Things to know

• The PDF shows the dashboard only. The dashboard's filter controls are hidden, so check your scope, dates and filters before you export.
• The PDF covers the dates you choose in the export panel.
• Selecting Export only starts the job. The PDF is not ready until you receive the email.
• To check progress, open Import/Export > Exports in Location View, or Export in Company View. When the job has finished, select the download icon (Download File) on its row.

Troubleshooting

• Export is missing: your account may not be allowed to create exports, or that dashboard may not support PDF export. Ask your administrator to check your access.
• "The end date must be on or after the start date.": change the dates so the end date is the same as or later than the start date.
• "Date range cannot exceed 180 days": shorten the range, or export in two or more shorter periods.
• "Analytics is temporarily unavailable. Please try again.": select Refresh and try again after a short wait. If it keeps happening, email support@vizmo.in with the dashboard title, the company or location you selected and the dates you chose.
• No email arrives: check your spam folder, then check the job under Import/Export > Exports (Location View) or Export (Company View). If the job failed, share the error shown there with support.

Note: To request a dashboard built around your own reporting needs, see How to request and use a custom Analytics dashboard. For the standard dashboards and what each chart means, see View and track analytics.