Save Dashboards as PDFs in ClickUp

In ClickUp, you can quickly save any Dashboard as a PDF so you can share live reports, summaries, and visual widgets with teammates, clients, or stakeholders, even when they are not working directly in ClickUp.

This guide walks you through what exporting a Dashboard does, how to prepare your layout, and the exact steps to download a polished PDF copy of your data.

What exporting a Dashboard PDF in ClickUp does

When you export a Dashboard as a PDF in ClickUp, you create a static snapshot of your current Dashboard view. This snapshot is ideal for reporting and archival use.

The PDF export includes:

• Your Dashboard name and layout at the time of export.
• Supported widgets rendered as charts, tables, or blocks.
• The visible time range and filters that are active when you export.

The PDF export does not include interactive elements, such as hovering tooltips or drill-down links. Any interactive behavior is converted into a flat, read-only document.

Prerequisites before you export in ClickUp

Before you download a PDF, make sure your Dashboard in ClickUp is set up the way you want it to appear in the final document.

Check permissions in ClickUp

You must have access to the Dashboard you want to export. Typically, this means:

• You created the Dashboard, or
• It was shared with your Workspace role or user account, and
• Your permissions allow you to view the data used in each widget.

If you cannot see the Dashboard or its contents, contact an admin or owner in your Workspace to adjust sharing or permissions.

Prepare your Dashboard layout in ClickUp

Because the PDF reflects what you see on screen, take a moment to polish your Dashboard layout before exporting.

Recommended checks:

• Confirm all important widgets are visible within the Dashboard area.
• Resize or rearrange widgets so charts and tables are easy to read on a printed page.
• Verify that date ranges, filters, and grouping options match the reporting period you want to capture.
• Refresh any data-driven widgets so the latest information is displayed.

How to save a Dashboard as a PDF in ClickUp

Once your Dashboard is ready, follow these steps to export it as a PDF file directly from ClickUp.

Step 1: Open your Dashboard in ClickUp

1. From the left sidebar, go to the Dashboards section.
2. Select the Dashboard you want to export.
3. Wait for all widgets to fully load to ensure accurate data in the export.

Step 2: Open the Dashboard settings menu

1. In the upper-right corner of the Dashboard, locate the ellipsis (three dots) menu.
2. Click the ellipsis to open additional Dashboard options in ClickUp.

Step 3: Choose the PDF export option

1. In the dropdown menu, look for the option labeled Save as PDF or similar export wording.
2. Select this option to start generating your Dashboard PDF.

After you select the export command, ClickUp processes the Dashboard layout and turns it into a print-ready document.

Step 4: Download and save your PDF file

1. Once the export is ready, your browser will prompt you to save or open the PDF file.
2. Choose a folder on your computer or cloud storage where you want to keep the PDF.
3. Rename the file to something descriptive, such as Marketing-Performance-Dashboard-Q1.pdf.
4. Click Save to store the file locally.

You now have a static copy of your Dashboard that you can keep for records, email to stakeholders, or upload to other systems.

Tips for cleaner Dashboard PDFs from ClickUp

To get the best results when exporting, fine-tune your Dashboard content and layout in ClickUp before you generate the file.

Adjust widget sizing and alignment

Well-organized widgets translate into clearer PDF pages.

• Place the most important widgets at the top of the Dashboard.
• Use consistent widths for columns of widgets so the PDF looks balanced.
• Avoid extremely tall widgets that may span many pages and be harder to review.

Optimize text and chart readability

Because the PDF is static, make sure everything is readable at print scale.

• Avoid very small font sizes in table columns.
• Use labels and legends that clearly explain what each chart shows.
• Limit the number of data series in a single chart to prevent clutter.

Control what data appears in your ClickUp export

Filters and date ranges in ClickUp play a major role in the content of your export.

• Set the correct date range for time-based widgets so reports match the period you are sharing.
• Apply filters to focus on a specific team, location, or project where necessary.
• Check any grouping or sorting settings in list- or table-based widgets.

Use cases for Dashboard PDFs from ClickUp

Exported PDFs are especially helpful when stakeholders need a summarized snapshot but do not log into ClickUp regularly.

Share reports with clients and executives

PDF Dashboards allow you to send periodic progress updates without exposing your full Workspace. You can:

• Attach the PDF to email status reports.
• Upload it to client portals or shared drives.
• Use it as a visual reference during meetings.

Archive historical performance data

Saving PDFs also gives you a simple way to keep point-in-time records.

• Store monthly or quarterly Dashboard PDFs in a shared folder.
• Compare metrics across time by reviewing earlier PDF snapshots.
• Use the files to support audits and documentation needs.

Present ClickUp data offline

If you are working in an environment with limited connectivity, exporting to PDF allows you to present information offline. You can:

• Print key reports for in-person reviews.
• Share files via USB drives or local storage.
• Embed static charts into slide decks or other documents.

Troubleshooting common PDF export issues in ClickUp

If your Dashboard PDF does not look the way you expect, review these points.

Widgets look cut off or misaligned

If a widget appears truncated:

• Resize the widget so all content is visible in the Dashboard canvas.
• Reduce the number of columns in your layout so elements have more horizontal space.
• Try simplifying complex widgets into multiple, smaller ones.

Data in the PDF does not match current results

If metrics in the PDF seem out of date:

• Refresh or reload the Dashboard in ClickUp before exporting.
• Confirm filters, time ranges, and grouping options are set correctly.
• Re-export the Dashboard and compare the new file with the previous version.

File will not download or open

If your browser does not download the file or the PDF will not open:

• Check your internet connection and try again.
• Disable any browser extensions that may block downloads temporarily.
• Clear your cache or try another browser.
• Verify that your PDF viewer is up to date.

Learn more about ClickUp Dashboard exports

For complete, product-level details and screenshots directly from the platform documentation, review the official guide on how to save a Dashboard as a PDF in ClickUp support.

If you are building more advanced reporting processes or integrating exported documents into a broader analytics stack, a specialized consulting partner can help. Explore additional resources and services at Consultevo to enhance your workspace setup, automation, and documentation workflows.

By following the steps above, you can reliably export Dashboard PDFs from ClickUp, maintain a clear record of key metrics, and share professional, easy-to-read reports with any audience.

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