The redesigned reporting feature is currently in public preview. Grafana Labs offers limited support, and breaking changes might occur prior to the feature being made generally available. To use this feature, enable the `newShareReportDrawer` feature toggle in your Grafana configuration file or, for Grafana Cloud, contact Support.
- SMTP must be configured for reports to be sent. Refer to [SMTP configuration documentation](ref:smtp) for more information.
- The [Grafana image renderer plugin](/grafana/plugins/grafana-image-renderer) (v3.10+) must be installed or the remote rendering service must be set up. Refer to [Image rendering](ref:image-rendering) for more information.
When a report file is generated, it's temporarily written to the corresponding folder (`csv`, `pdf`, `png`) in the Grafana `data` folder.
A background job runs every 10 minutes and removes temporary files.
You can set how long a file should be stored before being removed by configuring the [`temp_data_lifetime`](ref:temp-data-lifetime) setting in your `ini` file.
{{<tab-contentname="Create a report directly from a dashboard">}}
1. In the main menu, click **Dashboards**.
1. Navigate to the dashboard from which you want to create a report.
1. Click the **Share** drop-down list in the top-right corner of the dashboard.
1. Click **Schedule report**.
The **Schedule report** drawer opens. Any other reports using this dashboard are listed in the drawer. You can also click **See all reports** to navigate to **Reporting** for a full list of reports generated from all dashboards.
1. Click **+ Create a new report**.
1. Update the name of the report, if needed.
By default, the report name is the name of the dashboard.
1. Expand and complete each section of the report, as needed:
- [Dashboards](#1-dashboards)
- [Schedule](#2-schedule)
- [Email settings](#3-email-settings)
- [Recipients](#4-recipients)
- [Attachments](#5-attachments)
1. Click one of the following buttons at the bottom of the **Schedule report** drawer:
- The menu icon to access the following options:
- **Download CSV**
- **Preview PDF**
- **Report settings** - Takes you to **Reporting** in a new browser tab and opens the **Report template settings** drawer, where you can configure organization-level report settings.
- **Send preview** - Send a preview of the report to your desired recipient. You can choose to use the report recipients:
- **Schedule report** - The report is sent according the schedule you've set.
- **Save draft** - You can save a draft at any point during the initial report creation process, even if it's missing required fields. The report won't be sent according to its schedule while it's a draft.
If you click the **x** at the top of the drawer without scheduling or saving the report as a draft, the report is discarded. This action can't be reversed.
1. When you finish configuring the report, click the **x** at the top of the **Schedule report** drawer to close it.
{{</tab-content>}}
{{<tab-contentname="Create a report from Reporting">}}
- **Schedule report** - The report is sent according the schedule you've set.
- **Save draft** - Save a draft at any point during the initial report creation process, even if it's missing required fields. The report won't be sent according to its schedule while it's a draft.
If you click the **x** at the top of the drawer without scheduling or saving the report as a draft, the report is discarded. This action can't be reversed.
1. When you finish configuring the report, click the **x** at the top of the **Schedule report** drawer to close it.
| Source dashboard (required) | Select or update the dashboard from which you want to generate the report. If you've created your report directly from a dashboard, this field is already filled in with the name of the current dashboard. |
| [Time range](#time-range) | Update the report time range. If you've created the report directly from a dashboard, the default time range is that of the dashboard. Otherwise, the default time range is **Last 6 hours**. |
| [Customize template variables](#customize-template-variables) | Select and customize the variable values for the selected dashboard. This section is only displayed if the dashboard has variables. |
| + Add dashboard | Add more dashboards to the report. |
For example, if your template variable queries for a list of hostnames and a new hostname is added, then it won't be included in the report.
If that occurs, the selected variables must be manually updated in the report.
If you select the **All** value for the template variable or if you keep the dashboard's original variable selection, then the report stays up-to-date as new values are added.
| Schedule | Choose one of the following:<ul><li>**Send now** sends the report immediately after you save it. To stop sending the report at some point in the future, add an end date.</li><li>**Send later** schedules a report for a later date. When you select this option, the required **Start date**, **Start time**, and **Time zone** options are displayed.</li></ul> |
| Frequency | You can schedule reports to be sent once, repeated on an hourly, daily, weekly, or monthly basis, or sent at custom intervals. |
| Start date | Set the date when the report should start being sent. |
| Start time | Set the time when the report should start being sent. |
| [Time zone](#time-zone) | Set the time zone of the report. |
| End date | Set the date when the report should stop being sent. If you leave this field empty, the report is sent out indefinitely. |
| Send only from Monday to Friday | For reports that have an hourly or daily frequency, you can choose to send them only from Monday to Friday. |
| Send on the last day of the month | When you schedule a report with a monthly frequency, and set the start date between the 29th and the 31st of the month, the report is only sent during the months that have those dates. If you want the report to be sent every month, select the **Send on the last day of the month** option. This way, the report is sent on the last day of every month regardless of how many days there are in the month. |
At this step, select one or more report attachment options.
You can select multiple options, but you must select _at least one_:
- **Attach the report as a PDF** - Attach the report as one PDF file.
- **[Attach a separate PDF of table data](#table-data-in-pdf)** - Attach a separate PDF file to the report email for each table panel on the selected dashboard. Public preview only.
- **Attach a CSV file of table panel data** - Attach a CSV file to the report email for each table panel on the selected dashboard.
#### PDF format
If you selected a PDF attachment, configure the following formatting options:
| Orientation | Set the report orientation in **Portrait** or **Landscape**. Refer to the [Layout and orientation table](#layout-and-orientation) to see examples. |
| Layout | Select one of the following:<ul><li>**Simple** - Renders each panel as full-width across the PDF.</li><li>**Grid** - Renders the PDF with the same panel arrangement and width as the source dashboard.</li></ul>Refer to the [Layout and orientation table](#layout-and-orientation) to see examples. |
| Zoom | Zoom in to enlarge text in your PDF or zoom out to see more data (like table columns) per panel. |
| Combine all dashboard PDFs in one file | Click the checkbox if you want to generate one PDF file for all the dashboards included in the report. This option is only displayed if there are multiple dashboards in the report. |
| Show template variables | Click the checkbox to show dashboard variables. This option is only displayed if the report contains variables. |
| [Include table data as PDF appendix](#table-data-in-pdf) | Add an appendix of the dashboard table data to the report PDF. This is useful when there's more data in your table visualization than can be shown in the dashboard PDF. _Public preview only._ |
| Simple | Portrait | Generates an A4 page in portrait mode with three panels per page. | {{<figuresrc="/static/img/docs/enterprise/reports_portrait_preview.png"max-width="500px"alt="Simple layout in portrait">}} |
| Simple | Landscape | Generates an A4 page in landscape mode with a single panel per page. | {{<figuresrc="/static/img/docs/enterprise/reports_landscape_preview.png"max-width="500px"alt="Simple layout in landscape">}} |
| Grid | Portrait | Generates an A4 page in portrait mode with panels arranged in the same way as at the original dashboard. | {{<figuresrc="/static/img/docs/enterprise/reports_grid_portrait_preview.png"max-width="500px"alt="Grid layout in portrait">}} |
| Grid | Landscape | Generates an A4 page in landscape mode with panels arranged in the same way as in the original dashboard. | {{<figuresrc="/static/img/docs/enterprise/reports_grid_landscape_preview.png"max-width="500px"alt="Grid layout in landscape">}} |
Available in public preview (`pdfTables` feature toggle) in [Grafana Enterprise](ref:grafana-enterprise) v10.3+ with the [Grafana image renderer plugin](/grafana/plugins/grafana-image-renderer) v3.0+, as well as in [Grafana Cloud](/docs/grafana-cloud/).
When there's more data in your table visualizations than can be shown in the dashboard PDF, you can select one of these two options to access all table visualization data as PDF in your reports:
Alternatively, from any dashboard you can view and manage any reports generated from that dashboard, as well as create a new report
You can also navigate to the list of all reports from the dashboard-specific list:
{{<figuresrc="/media/docs/grafana/dashboards/screenshot-report-drawer-v12.0.png"max-width="750px"alt="The open Report schedule drawer with an existing report">}}
