Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Download a CRM Analytics Dashboard as a PDF

Download a CRM Analytics dashboard as a PDF.

Use a request on the Analytics Download resource to download a CRM Analytics dashboard as a .pdf binary file.

Downloads are requested by entering the URI in a browser address bar.

Note

Standard Example Usage

1<domain>/analytics/download/dashboard/0FKB0000000xxxxxxx.pdf
Parameter Description
assetType Required. Specifies what type of Analytics asset to download. Valid values are:
  • dashboard
  • lens
  • lightning-dashboard
  • report
assetId

Required. Specifies the Analytics asset id to download.

downloadType Required. Specifies what file type to download the Analytics asset as. Valid values are:
  • png
  • pdf

Query Parameter Example Usage

Download a specific page and saved view of a CRM Analytics dashboard.

1<domain>/analytics/download/dashboard/0FKB0000000xxxxxxx.pdf?savedViewId=0Svxx&pageId=page1

Download a CRM Analytics dashboard to print on legal-sized paper.

1<domain>/analytics/download/dashboard/0FKB0000000xxxxxxx.pdf?pageSize=LEGAL

Download a CRM Analytics dashboard without the tabular widget data.

1<domain>/analytics/download/dashboard/0FKB0000000xxxxxxx.pdf?includeData=false
Parameter Description
includeData Optional. Indicates whether to include that tabular widget data (true) or not(false).
pageId Optional. Specifies the Id for a dashboard page to download.
pageSize Optional. Specifies page size to download. Valid values are:
  • A3
  • A4
  • LEGAL
  • LETTER
savedviewId Optional. Specifies the Id for a dashboard saved view to download.

Example Response Body

The response body is binary data of the .pdf representation of the CRM Analytics dashboard.