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  • Use one of the following browsers: Google Chrome, or Safari.

  • At PDF configuration, be vigilant not to forget to select the Background Graphics check box on the Print menu. 

Export PDF 

To export PDF:

  1. Go to a unit Dashboard page, and then click Export → Unit Dashboard to PDF. The Print dialog box opens.

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  1. Unit Name 

  2. Link to the unit

  3. Unit Type 

  4. IT Delivery AVP

  5. Unit Status (Color)    

  6. Unit Status (Health Index)    

  7. Status Summary (text)        

  8. Status Provided By    

  9. Status Provided At    

  10. Go To Green Plan (text)

  11. Go To Green Plan Last Updated By    

  12. Go To Green PlanLast Updated At    

  13. Executive Summary Toggle (On/Off)

  14. Executive Summary (text) 

  15. Executive Summary Provided By    

  16. Executive Summary Provided At

  17. Monthly Highlights Toggle (On/Off)

  18. Monthly Highlights (text) 

  19. Monthly Highlights Provided By  

  20. Monthly Highlights Provided At  

In the "Executive Summary Toggle (On/Off)" and "Monthly Highlights Toggle (On/Off)" columns, if the toggle is off, you might see either "Off" or an empty cell. The empty cell simply means the toggle hasn't been used yet.

Implementation Note:

When exporting content from rich text editors, such as those used in 'Go to Green' statuses, the text is converted to plain text to ensure compatibility across platforms. This process maintains essential information while removing styling.

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