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Contents
Handbook home
Getting started
Getting started Who can do what? Approval & Settings
Company profile
Overview
Areas
Dashboard
Overview Create a PDF report
Devices
Overview Search and filter devices Find devices that haven't checked in for a while View BitLocker keys and LAPS passwords View removed devices
Users
Overview Sign-in analysis
Security Insights
Overview Review controls Manage exemptions Fix a security issue
Mail Security
Overview Set up DMARC reports
Administration
Admin Panel
Overview Manage areas Organization management
MSP & partners
MSP & Partners
Overview Invite and manage an MSP My customers

Create a PDF report

You want to share or file the numbers from Clarios, for example as a summary for management. In a few clicks, a dashboard becomes a finished PDF, with a Clarios cover page and your company name.

Step by step

  1. Open the dashboard you want as a report, for example Devices or Security insights.
  2. Click Export PDF in the top-right. A small window opens.
  3. Choose what goes in: under Sections, every part is already ticked. Just leave it all selected for the complete report.
  4. Choose the time range: Report period is set to Last 30 days. For your own range, pick Custom range and click a start and an end date.
  5. Click Export PDF.
  6. Wait a moment. The button briefly shows Exporting…, then the PDF downloads automatically.

✅ Done. Your finished PDF is in your Downloads folder.

🖼️ Screenshot: The export window with the ticked Sections, the Report period choice (set to Last 30 days), and the Export PDF button at the bottom.

Target file: assets/dashboard/export-dialog.png

Good to know

  • Want just one tile instead of the whole dashboard? Click the small PDF icon in the top-right of that tile. It exports only that one.
  • Mail is its own dashboard with its own Export PDF button. The steps are exactly the same.
  • Company name missing from the cover page? Add it once in your Company profile.

What’s next?