How to Export Dashboard Data as PDF

Generate a beautifully formatted PDF report of your dashboard metrics for meetings, bank submissions, or personal records.

2 min read
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Sometimes you need your portfolio data in a format that doesn't require logging into a web browser. Landager's Export as PDF feature generates a clean, professional document summarizing your core dashboard metrics.

How to Generate a PDF Export

  1. Navigate to your Main Dashboard.
  2. Locate the Export Reports quick-action card (typically at the bottom of the dashboard).
  3. Click on the data category you want to export (e.g., "Rent & Leases", "Expenses", "Maintenance").
  4. Select "PDF" as the format.
  5. Your browser will instantly download a .pdf file.

What Data is Included?

The PDF export captures the comprehensive dataset relevant to your selected category:

  • Rent & Leases: All leases (active and expired), their tenant names, unit assignments, rent amounts, start/end dates, and payment tracking.
  • Expenses: Every logged expense with amounts, vendors, dates, and property assignments.
  • Maintenance: All maintenance requests with statuses, priorities, costs, and vendor assignments.

Best Use Cases for PDF Exports

1. Bank Loan Applications

When applying for a commercial real estate loan, lenders often require proof of rental income. A Landager PDF export provides a professionally formatted document proving your current rent roll.

2. CPA Tax Review

Email the PDF to your accountant each quarter so they can cross-reference your rental income against your bank deposits without needing a login to your dashboard.

3. Investor Updates

If you have equity partners in a property, the PDF export gives them a clean quarterly update on revenue and expenses without exposing them to the full operational dashboard.

Formatting Notes

The PDF is pre-formatted with clear headers, consistent table styling, and your portfolio's high-level aggregation. It is intentionally designed to be presentable without any additional formatting work on your end.

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