Dashboards bring together your service, campaign, and funnel metrics in real time. You can export each tab as a PDF to share with stakeholders, archive for historical comparison, or use in results presentations. This article shows how to export, what the PDF includes, and the limits of the export.
Available on: All plans.
Who can do it: Admin and Manager.
What you need before you start
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Admin or Manager access (agents can't export reports)
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Data flowing into the platform for the period you want to export (conversations, campaigns, or funnels)
Export a report as PDF
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In the side menu, click Dashboards. The page opens on the service tab
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Click the tab you want to export: Service, Campaigns, or Funnel
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If you want, apply filters and a period before exporting. The applied filters appear in the PDF footer
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In the top right corner, click Export tab as PDF
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In the browser's print window, choose Save as PDF as the destination, give the file a descriptive name (e.g.,
Relatorio_Atendimento_Marco_2026.pdf), and save
What the PDF contains
The PDF reproduces the visible content of the tab at the time of export:
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The dashboard summary cards
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The tab's charts and tables (up to 10,000 records, split across several pages when needed)
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The date and time it was generated, the period analyzed, and the filters applied
Sample PDF
