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Choose the output that matches what your audience needs. A snapshot captures the dashboard as it looks; a report adds an AI-written explanation around the data.

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Before you begin

Open the intended dashboard page and check the data, period, and filters. Generating an AI report requires Can chat access or higher. Available actions also depend on your workspace permissions.

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Choose the output

Dashboard More options menu with Reports, Take a Snapshot, Email Reports, and Embed

Dashboard export and report actions live in More options.

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Take a snapshot

  1. Set the dashboard filters to the view you want to share.
  2. Select More options → Take a Snapshot.
  3. Wait for the snapshot to finish, then choose Download.
  4. Open the PDF and check that the intended page and data slice were captured.

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Create an AI report

  1. Select More options → Reports, then New Report.
  2. Choose the dashboard page and enter a Report Title.
  3. Choose PDF or PPT in Report Type.
  4. Review Filters in the report form. Set the intended data slice explicitly.
  5. Use Custom Instruction for AI to describe the audience, questions, and structure.
  6. Optionally use Advanced Settings for page-by-page guidance.
  7. Select Create Report, wait for generation, then open and review the file.
New Report dialog with a revenue dashboard preview, PDF format, filter selector, and custom AI instructions

The report form combines a dashboard preview with the title, format, filters, and writing brief.

For example: “Prepare a concise business review. State the reporting period, explain the biggest changes, and end with three questions for the team.” Avoid asking for a conclusion that the data has not established. Reports remain available from the dashboard’s Reports panel so you can download them again.

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Expected result

You have a downloaded file that matches the intended dashboard, period, and audience. Check figures and formatting before sharing it.

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Next steps

For a report assembled from several sources or an existing analysis, use Reports and presentations. For repeated delivery, follow Schedule a dashboard report.
Last modified on October 2, 2026