Deliver dashboards to the people who need them
PDF exports, per-widget Excel, and scheduled email delivery of the Monday numbers.
4 min read · Last reviewed 18 August 2026
Export on demand
Download the whole dashboard as a print-quality PDF for the pack.
Download any single widget to Excel when someone wants the underlying table.
Schedule the delivery
- 1
From the dashboard, add a schedule: the recurrence and the recipients.
- 2
Recipients receive the dashboard by email with the PDF attached — external addresses are allowed, because the board pack often goes outside the building.
- 3
Pause or edit the schedule from the dashboard; archiving a dashboard pauses its schedules with it.
Tip: One good scheduled dashboard replaces a monthly copy-paste ritual. Build the Monday pack once and let it send itself.
Make it look like yours
Tenant theming carries your palette across the app, the dashboards and the PDFs — set it in company settings, or derive it from your website.