> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adriel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Report creation

> Switch to Report mode, generate a PDF, automate email delivery, and set page breaks for paginated reports.

A dashboard built in Adriel can be delivered as a polished, paginated PDF — exported on demand or scheduled to send by email on a recurring cadence. This page covers Report mode and PDF delivery. For interactive sharing, see [Share via link](/dashboards/sharing-dashboards/share-via-link). For exporting one widget's data, see [Exporting widget data](/widgets/widget-actions/exporting-widget-data).

## Switch to Report mode

Report mode formats the dashboard for paginated print — A4 pages, optional cover, branded headers and footers.

<Steps>
  <Step title="Set the date range and filters">
    Set the date range from the date picker. Apply any campaign, status, channel, or ad-account filters first — Report mode locks the layout in place.
  </Step>

  <Step title="Toggle Report mode">
    The **Report mode** toggle is in the top header. Click it to switch between Dashboard mode and Report mode. The dashboard re-flows into A4 pages once Report mode is on.
  </Step>

  <Step title="Customize the cover, header, and footer">
    Click the cover area to edit the title, subtitle, logo, and date range. The per-page header (portrait orientation) holds a client logo, title, and date. The footer holds page numbers and an agency logo.
  </Step>

  <Step title="Switch orientation if needed">
    Use the orientation toggle (portrait / landscape) in the Report mode toolbar.
  </Step>
</Steps>

## Set page breaks

Page breaks are configured in the dashboard's style panel and only take effect when the dashboard uses **Custom** widget alignment.

To add a page break:

1. Exit Report mode if it's on.
2. Open the dashboard style panel.
3. Enable page breaks (only available under Custom alignment).
4. Drop page break markers between widgets where each new page should begin.

Each marker forces the next widget to start at the top of a new page when the dashboard is in Report mode or exported to PDF. Page breaks have no visible effect outside report mode.

For alignment modes and the full list of dashboard style settings, see [Dashboard style settings](/dashboards/building/dashboard-style-settings).

## Generate a PDF report

With Report mode on, open the export menu in the header and choose **Export PDF**. The browser print dialog opens; choose **Save as PDF** to download.

## Schedule a PDF by email

Inside Report mode, open the email automation panel from the icon on the left side of the dashboard — the settings panel opens as a side drawer on the right.

The panel fields, in the order shown:

| Field               | Notes                                                                                      |
| ------------------- | ------------------------------------------------------------------------------------------ |
| **Enabled**         | Master toggle for the schedule                                                             |
| **Automation name** | Display name, up to 50 characters                                                          |
| **Date format**     | Used in the PDF filename; preview shows today's date in the chosen format                  |
| **Email addresses** | Validated; press Enter to add; click the X on a chip to remove                             |
| **Schedule**        | **Daily**, **Weekly** (Sunday through Saturday), or **Monthly** (day 1-30 or **Last day**) |

The confirm button stays disabled until the name is non-empty and at least one email is in the list.

For broader automation patterns beyond a single dashboard, see [Scheduled exports](/automate-and-ai/scheduled-exports).

## Permissions

Report exports and scheduled email are gated by workspace role. Only members with **View and edit** or **Admin** can configure scheduled email or export PDFs. See [Permissions and access](/data-sources/managing/permissions-and-access).

## Troubleshooting

<AccordionGroup>
  <Accordion title="Why does report mode look corrupted after toggling between report and dashboard views?">
    Report-mode layout can corrupt after a report-mode / dashboard-mode / report-mode toggle cycle — for example, a page divider can go missing from the layout. Restoring the missing first divider fixes the layout; after that, widgets should be re-aligned before re-entering report mode.
  </Accordion>
</AccordionGroup>

## Related

* [Share via link](/dashboards/sharing-dashboards/share-via-link)
* [Exporting widget data](/widgets/widget-actions/exporting-widget-data)
* [Data snapshots](/dashboards/sharing-dashboards/dashboard-snapshots)
* [Dashboard style settings](/dashboards/building/dashboard-style-settings) — page break and alignment setup
* [Scheduled exports](/automate-and-ai/scheduled-exports)
* [Permissions and access](/data-sources/managing/permissions-and-access)