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Download an entire Dashboard as a PDF, either combined like the live Dashboard or as one visualization per page, ready for presenting.
In Invoca, you can download an entire Dashboard as a PDF, so you can share it with people inside and outside your organization — with options for branding, choosing what content to include, and truncating tables.
  1. Click Insights & Analytics on the side navigation.
  2. Select a Dashboard from the list by clicking its title.
  3. In the open Dashboard, click the More Options menu (ellipsis icon), and select Download as PDF.
  4. In the Download window, choose a Format:
    1. Dashboard generates a PDF combining several Dashboard Tiles on the same page, just as they appear on the Dashboard.
    2. Visualizations prints each visualization on its own page.

Download PDF as Dashboard

This mode produces a PDF that looks very similar to the Dashboard inside Invoca — highlights and instant insights appear at the top, and the rest of the Dashboard follows a rectangular grid with natural page breaks.
  1. Under Layout, select Landscape or Portrait orientation.
  2. Click More Settings. Under Branding, choose whether to add a Footer logo, Include page number, or add Footer text.
  3. Click Download.

Download PDF as Visualizations

This mode lets you choose to print all, or some, of the visualizations in the Dashboard — highlights and insights appear at the top, and the rest of the visualizations each get their own page.
  1. Under Layout, select Landscape or Portrait orientation.
  2. Click More Settings. Under Content, choose whether table visuals should end after filling the whole page by selecting Truncate Tables.
  3. Add Branding details through Footer logo, Include page number, or Footer text.
  4. In the list of Visualizations, select which ones to include, and deselect any you don’t want.
  5. Click Download.

Examine the PDF

The PDF produced in Dashboard mode combines visuals the same way as the original Dashboard. The PDF produced in Visualizations mode instead combines small adjacent indicator and KPI visuals at the top, with all other visuals and tables on their own page. Date columns may format differently in the download than they appear in Invoca:

Where to go next

Last modified on September 23, 2026