Customizing PDF Export Options in Bold BI Dashboards

Bold BI dashboards offer a feature that allows users to customize the PDF export options to suit their specific needs. This customization can be done directly from the design mode of the dashboard, providing flexibility in terms of the size and orientation of the exported PDF document. The customized settings will be reflected in the dashboard viewer when exporting the dashboard or individual widgets.

Steps to Customize PDF Export Options

To customize the PDF export options in Bold BI, follow these steps:

1. Access Design Mode: Open the dashboard you wish to customize in design mode. This is where you can make changes to the dashboard’s layout and settings.

2. Navigate to Properties: In the design mode, locate the property section. Here you will find various settings that can be adjusted for your dashboard.

3. Adjust Export Settings: Under the “Actions” category within the properties, you will find the PDF export customization options. This includes settings for “Orientation” and “Page Size.”

4. Select Options: Use the dropdown menus to select your preferred “Orientation” (e.g., Portrait or Landscape) and “Page Size” (e.g., A4, A5). These selections will determine how your dashboard will appear when exported to PDF.

5. Save Changes: After making your selections, ensure to save the changes to the dashboard. This will ensure that the export options are updated for when you or other users export the dashboard.

Example

For instance, if you select “A4” for the page size and “Portrait” for the orientation, the exported PDF will be formatted to fit an A4 page in portrait layout. Below is an image illustrating where these options can be selected in the design mode:Design Mode

View Mode Export Dialog

Dashboard Viewer Export

Once the PDF export options have been customized and saved, these settings will be applied in the dashboard viewer. When you or other users choose to export the dashboard or widgets to PDF, the export will adhere to the customized settings, providing a consistent and tailored output.

Additional References

For more detailed information on customizing PDF export options and other features available in Bold BI, please refer to the following resources:

• Bold BI Documentation: Customizing Dashboard PDF Export
• Bold BI Support: Exporting Dashboards and Widgets

By following the above steps, you can easily customize the PDF export options in Bold BI to meet your reporting and presentation needs.