Export your Reports as PDF

While you can share the reports with the persons in your workspace by assigning them with varied access permissions (See Report Permissions), you can also easily share the current state of your reports in Cascade with external stakeholders who don’t have access to your workspaces by exporting them to a PDF document.

Anyone who has view/edit access to a report can share the reports by clicking Share icon at the top right corner of the reports.

For sharing with users within workspace, just enter their mail address or team name, assign view/edit permissions, and click Share. The report will be shared with them.

For sharing with users outside your workspace, click Export. 

• Choose the File Type from the dropdown list- PDF Standard or PDF Printable

PDF Standard:

• The File Type will now default to the PDF-Standard option. 

• Select the Expand all table rows check-box so that all the rows in your reports are expanded on export.

  • If you do not select this check-box, then your exported report will just have the collapsed view, i.e., you'll only see the objectives' rows, and the success criteria underneath it will not be available in the exported version.

PDF Printable:

• If the file type is chosen as PDF Printable, then the Expand all table rows are disabled since the print option does this by default along with page breaks optimized for A4 size.

• It's recommended to expand the tables to their full dimensions for better results when exported.

Once you click Export, you'll see a message prompt saying that the document is preparing to download. This export option uses the browser's built in 'Print' function to generate PDF exports.

Choose Destination as Save to PDF for better results.

Click Print, and enter the name for the report in the File name field, and click Save. The report will be exported and saved to your local drive. You can then attach them and mail to the persons outside your workspace.

Please note that the exported output (PDF) will not support interactions inside the charts or report tables. We recommend that you invite the users as "viewers" into your workspace and share the link with them to get the best version of our reports - interactivity and such.

A few notes about PDF Report exports

• Usually, the 'best' export experience will be using the latest version of the Google Chrome or Edge browsers. 

• To change the orientation of your report between Landscape and Portrait mode for viewing and printing, click the "Page setup" button on the top left of the report while in Edit mode. After making your selection, click "Finish editing" on the top right and proceed to export it in your desired format.

• Choose Save to PDF in Destination for better output.

• Some headings and fonts might look a little different on your export vs on-screen. 

• Since this export option uses the browser's built in 'Print' function to generate PDF exports, you can often tweak how the final output will look by changing the browser's print settings. This allows you some control over things like margins, page size, headers & footers as well as colors and page numbers. However, the "PDF Printable" option exports reports with page breaks optimized for A4 size.

Export the reports as CSV

If you wish to export the report in a CSV format to get the data out of Cascade and use it elsewhere, then you can do so only at an individual widget (table or chart) level.

• Open the relevant report either in view or edit mode 

• Click the three dots against the table or chart and click Export to CSV.

• The widget will be exported in a CSV format and be available in your browsers' Downloads.