Dashboard export as PDF for client facing reporting
under review
R
Rebecca Hailey
I would like a feature that allows users to export the current dashboard view, including all graphics, lists, blocks, and visual elements, into a PDF document. This export should retain the visuals, allowing it to serve as a professional monthly or quarterly report for clients.
Details:
-The PDF should include all visual components of the dashboard (charts, graphs, lists, blocks, etc.) exactly as they are displayed within Hatz.
-Users should be able to select a specific tenant (or client) dashboard for export.
The exported PDF should support adding our branding and the client's branding (logos, colors, headers, etc.).
-This feature would streamline client reporting, helping showcase credit usage, model activity, top users, and other key metrics in a professional format.
Use Case:
Creating client reports that are visually consistent with the live dashboard, saving time and ensuring clarity in presenting the value and insights from the Hatz platform.
J
Julia Carroll
updated the status to
under review
Ally
Hi Rebecca! Thank you for this feedback. This week on Feature Friday Mark walked through a Hatz Workflow shared to the Community that generates client reports using the exported CSV from the dashboard. We will continue to build upon it, but I wanted to recommend you check it out. Its called the "Hatz Credit Usage Report Analysis" and it is a Workflow.
R
Rebecca Hailey
Ally Unfortunately a CSV file is not what I was looking for with a report. Currently we are taking screenshots of the dashboard, editing in Acrobat Pro, adding our Logo and the client's, than we lock it and send it out. It would be nice just to export the dash with the images and graphs
M
Mark Leeper
Rebecca Hailey Hi Rebecca, not exactly what you're asking for, but check this out: https://www.canva.com/design/DAHAd2lzQdE/_C2WMpDeBoxJ3jChm-9HtA/view?utm_content=DAHAd2lzQdE&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
If you can't access the canva link, go to the Workshop, Discover tab, search for "Hatz Credit Usage Report Analysis v3"
This workflow will take the CSV, create graphics like charts and graphs, and a synopsis, and export as a word doc. You can then add logos and change formatting.
All that being said, we hear your feedback about the native reporting! More on this soon.