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Exporting as a PDF

You can download any report or snapshot as a PDF to share with your team, clients, or owners.

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Written by Team Wheelhouse
Updated this week

From a Report

  1. Open the report you’d like to export.

  2. Click the “Export” button (or ⋯ menu) in the top-right corner of the report view.

  3. Choose “Download as PDF.”

  4. Wheelhouse will generate a PDF that matches your current report layout, including all visible cards and filters.

Tip: If your report includes dynamic data (e.g. “past 6 months”), the export will reflect those values as of the time you download it.

From a Snapshot

  1. Open the snapshot you want to share.

  2. Click the “Export as PDF” option at the top of the snapshot view.

  3. The PDF will include the frozen data, notes, and comments exactly as they appeared when the snapshot was created.

Snapshots are ideal for exports because they preserve a fixed version of your report, ensuring everyone sees the same data—even if metrics change later.

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