Edit the name of an Insights dashboard's PDF file Follow

Question

Is it possible to change the name of the PDF file attached when emailing Insights dashboards?

Answer

It is not possible to directly edit the PDF name, as it displays the name of the dashboard. If you want to preserve the original dashboard's name, but email out a PDF file with a different name, you may use the following workaround:

  1. Duplicate the dashboard.
  2. Rename this dashboard to your desired PDF file name.
  3. Schedule this dashboard for email instead of the original.
Have more questions? Submit a request

Please sign in to leave a comment.

Powered by Zendesk