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Report Chart Export Limitations: PDF Format Does Not Include Visualizations (CRM)

When exporting reports in PDF format, charts and graphs are not included in the exported file. This is a current technical limitation of the PDF export functionality. Only raw data exports to PDF, not chart visualizations.

When This Affects You

This limitation impacts users who want to:

  • Share report visualizations via PDF export

  • Print reports that include charts and graphs

  • Archive reports with their visual elements intact

Current Export Behavior

The report export system works as follows:

  • PDF Export: Exports raw data only, no charts or graphs

  • CSV Export: Exports raw data in spreadsheet format

  • Excel Export: Exports raw data in Excel format

Even though the user interface may suggest that charts should be included in PDF exports, this functionality is not currently supported.

Alternative Solutions

If you need to share or archive reports with their visual elements, consider these workarounds:

  • Screenshot: Take a screenshot of the report page showing both data and charts




  • Browser Print: Use your browser's print function to print to PDF, though chart visibility may still be limited

  • Export Raw Data: Export to Excel/CSV and recreate charts in your preferred application

⚠️ Important Notes

This is a known system limitation, not a configuration issue or user error. The export functionality is working as designed, despite the UI potentially suggesting otherwise.

Related Resources

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