PDF and Scheduled Reporting
PDF and Scheduled Reporting turns dashboard output into a repeatable reporting operation. PDF export, email delivery, SMTP settings, company profile and scheduled tasks work together.
What this feature delivers
Report generation integrates dashboard/chart output with company profile, logo and email configuration. Scheduled tasks can refresh ETL, create dashboard reports and send or alert on insights automatically.
Dashboard PDF export
Widgets and charts can be converted into a report with company branding.
Email and SMTP integration
SMTP configuration is shared by report and alarm delivery.
Scheduled operations
ETL refresh and dashboard report tasks keep recurring reports up to date.
Use case
These steps show the need this feature solves for a real team and how it moves analysis closer to action.
Choose dashboard
Pick the dashboard and data context.
Configure output
Set PDF/email details, branding and recipients.
Run schedule
The job refreshes data and creates or sends the report.
Governed and traceable flow
Reporting is governed by company, SMTP and task settings, making delivery repeatable rather than manual.
Which teams is this feature for?
Business users get faster answers, analysts keep quality and control, and admins manage data and access rules.
Does it work with other LivChart features?
Yes. The feature pages explain how preparation, AI, dashboards, reporting and sharing work together rather than as isolated modules.
Try LivChart with your own data
Connect Excel, CSV or database data and test AI charts, dashboards and reports with a local-first architecture.