Download a Liveboard as a PDF

You can download a Liveboard in PDF format, so you can share it with people inside and outside your organization. You have options for adding branding, composing the report of the entire Liveboard or only some of its visualizations, truncating tables, and so on.

Follow these steps:

  1. Select Liveboards on the top navigation bar.

  2. Select a Liveboard from the list of Liveboards by clicking on its title.

  3. In the open Liveboard, click the More menu more options menu icon (ellipses icon), and select Download as PDF.

  4. In the Download window modal, you have two main Format output options:

    • Select Liveboard to generate a PDF that combines several visual answers on the same page, just like they appear on the Liveboard.

    • Select Visualizations to print each visualization on its own page of the PDF file.

Download PDF as Liveboard

The Liveboard mode produces a PDF file that looks very similar to the Liveboard inside ThoughtSpot. The highlights appear at the top, and the rest of the Liveboard is on a rectangular grid, with natural page breaks.

Follow these steps to specify additional options:

  1. Under Format, select Liveboard.

  2. Under Layout, select either the Landscape or Portrait page orientation.

  3. If the Liveboard has multiple tabs, you see the Select tabs to download option. Select the specific tabs you would like to download, or select All to download all tabs. By default, ThoughtSpot includes all tabs in the PDF.

  4. Under Branding, specify if the PDF should include page numbers. If your cluster has a custom logo, you may also see an option to include that logo in the footer.

  5. Under Footer text, you may be able to specify footer text to appear at the bottom of each page in the PDF. However, your admin may have set a standard footer for all Answer and Liveboard downloads. If you have admin privileges, you can edit that footer for the whole cluster from the Admin Console. If you do not have admin privileges, you cannot edit the standard footer for downloads.

  6. Select Download.

PDF export as Liveboard

Download PDF as Visualizations

When you select Visualizations, you can choose to print all, or some, of the visualizations in the Liveboard. The highlights and insights appear at the top, and the rest of the visualizations get their own page.

Follow these steps to specify additional options:

  1. Under Format, select Visualizations.

  2. Under Layout, select either the Landscape or Portrait page orientation.

  3. Under Content, specify if you want the table visuals to end after filling the whole page by selecting the Truncate Tables option.

  4. Under Branding, specify if the PDF should include page numbers. If your cluster has a custom logo, you may also see an option to include that logo in the footer.

  5. Under Footer text, you may be able to specify footer text to appear at the bottom of each page in the PDF. However, your admin may have set a standard footer for all Answer and Liveboard downloads. If you have admin privileges, you can edit that footer for the whole cluster from the Admin Console. If you do not have admin privileges, you cannot edit the standard footer for downloads.

  6. Under Visualizations, select the visualizations you want in the PDF. Deselect any visualizations you do not want. If your Liveboard has tabs, you can also select or deselect tabs to include in the PDF.

  7. Select Download.

PDF export as Visualizations

Examine the PDF

After the download completes, examine your PDF.

Notice that the PDF produced in Liveboard mode combines the visuals on the page in the same manner as the original Liveboard. Contrast this with the PDF produced in Visualizations mode: this PDF combines the small adjacent indicator and KPI visuals at the top, and all other visuals and tables appear on their own page.

Comparing Liveboard PDFs

When you download tables with date columns or view these tables in scheduled Liveboards, the format for those dates may differ from their appearance in ThoughtSpot, depending on the type of download.

XLSX files appear as they do in ThoughtSpot, but CSV and PDF files may look different. The following date bucketing types may look different for CSV and PDF downloads:

Bucketing Type Appearance in ThoughtSpot and XLSX download Appearance in CSV or PDF

Hourly

AM/ PM

24 hour

Day of week

Name of day (for example, Saturday)

Number of day (for example, 6)[1]

Monthly

January 2021

1/1/2021

Month of year

Name of month

Number of month[2]

Quarterly

Q1 2021

1/1/2021

Quarter of year

Name of quarter (for example, Q4)

Number of quarter (for example, 4)

Yearly

2021

1/1/2021
1. Numbers may differ if you use custom calendar.
2. Numbers may differ if you use custom calendar, or change the fiscal start month in another way.
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