Create Custom Layouts

You can create one or more custom layouts for printing and exporting an entire dashboard or a single dashboard page.

The administrator can control the display of the Custom Print & Export Layouts component.

1. Open the dashboard or dashboard page that you want to print or export.
2. On the Dashboard page toolbar, click Tools and select Print & Export Options.
3. In the Custom Print & Export Layouts area, click the gear icon, then select Create Layouts.
   The BI Publisher Report Editor opens in a new browser window with the auto-generated layout displayed as a thumbnail.
4. Make your changes in BI Publisher, and save the changes.
5. Close BI Publisher and save the dashboard.
6. To make the custom layouts available to users, do the following:
   1. Open the Print & Export Options dialog and go to the Custom Print & Export Layouts area.
   2. For each custom layout that you want to make available, select the following:
      • PDF - To make the layout available in the Print menu of a dashboard page.
      • Excel - To make the layout available in the Export to Excel menu of a dashboard page.
   3. Click OK to close the Print & Export Options dialog.
   4. Save the dashboard.

The analysis and dashboard font size is in pixels, but the Excel font size is in points. Therefore, when you export to Excel from an analysis or dashboard, the font size decreases to 75% of the analysis or dashboard font size.