Dashboard PDF export
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Carrowkeel Software · Dashboard PDF export
Siobhán asked for PDF export to share dashboards with clients without login access. Currently spending significant time on manual screenshot-based reporting. Bethan said PDF is not on near-term roadmap; offered CSV as interim.
What happened
What this says
As at Fri 9 Oct 2026Siobhán asked for PDF export to share dashboards with clients without login access. Currently spending significant time on manual screenshot-based reporting. Bethan said PDF is not on near-term roadmap; offered CSV as interim.
Siobhán needs to share polished dashboard reports with external clients but currently uses manual screenshots and PDF building. She values the professional presentation that dashboards provide. Bethan offered CSV export as interim but noted PDF export is not on near-term roadmap. This indicates use case expansion beyond internal teams to client reporting, potentially qualifying as an upgrade or add-on opportunity. The manual workaround is time-consuming and unsatisfying, suggesting readiness for value upgrade discussion.
Details
Updated 9 Oct 26Trail
created · Siobhán Nolan 30 Apr 2026 11:47Hi, Is PDF export something you offer? We'd like to be able to send dashboard snapshots to our clients without them having to log in to the brain. Right now we're spending a lot of time doing manual reporting. It would save us a huge amount of time if we could just export the dashboards as PDFs. Is this on the roadmap at all? Thanks, Siobhán- Public reply · Bethan Lister 30 Apr 2026 17:12Hi Siobhán, Thanks for the request. PDF export is something we hear about quite a bit, and I completely get why it would be useful for client reporting. It's not in the near-term roadmap right now, we're working on some other priorities at the moment. But it's definitely good feedback to pass on to the product team. Would a CSV export of the data underneath the dashboards help in the meantime? Thanks, Bethan
- Public reply · Siobhán Nolan 5 May 2026 11:02CSV would help a little bit, but honestly what we really need is something that looks good for clients, the dashboard itself is what makes it presentable. Right now we're taking screenshots and building PDFs manually, which is pretty time-consuming. If you could add this to the roadmap, that would be really valuable for us. When does the roadmap normally get reviewed?
- Status change · 10 May 2026 23:59