Export, print, and embed charts

Chart administrator role required

Export as a PDF or PNG

  1. Select Print from the chart toolbar to open the Print dialog.
  2. Enter a title, then choose the preferred page size and orientation.
  3. Select the required output format: PDF, Image (PNG), or SVG.
  4. If required, add notes to appear in the footer of the exported chart.
  5. Select Export to generate and download your chart.

Generate a multi-page report

  1. Select Generate Multi-page Chart Report in the Print dialog, or navigate to the Reports view from the chart toolbar.
  2. Choose the starting position for your report. Search for and select a specific person, or select a bookmark.
  3. Configure the report format by choosing the number of levels to include and how the chart should be split across pages.
  4. Choose the preferred page size and orientation.
  5. Select Generate Report. A series of chart views will be generated.
  6. Select Download PDF.

Embed as an iframe

  1. Select Share from the chart toolbar.
  2. Copy the Embed in Site Iframe code.
  3. Paste the embed code where required.