Enable API or Save as Action for Exporting Dashboards to PDF

ReshmaKS

Currently, there is no direct way to export Management Reports, NUX Dashboards, or Classic Dashboards in PDF format via API or through an automated process. This limitation impacts reporting workflows, as users often need to manually export dashboards, which is time-consuming and inefficient.

The ideal solution would be to provide an option to export dashboards (Management Reports, NUX, and Classic) to PDF via:

1. API-Based Export – A REST API that allows automated extraction of dashboards in PDF format, enabling seamless integration with third-party tools like Power Automate, RPA, or email automation.
2. Save as Action Feature – An Anaplan-native action that enables model builders to configure a scheduled or on-demand export of dashboards to PDF, similar to existing Export Actions.

BenjaminLambert

I believe that having a PDF export option for management reports via API could transform our reporting practices. It would provide a simple and effective solution to meet the growing needs for data presentation.