Matthew

Matthew

Last updated on Aug 24, 2026

Each Analyze tab can produce a PDF of what’s on screen. PDF export appears when your plan includes exporting.

Set your date range, graph view, and filters first — the PDF reflects the current view.

PDFs you can export from Analyze

Report What it contains Where
Dashboard PDF The open graph view (Timeline, Rhythm Map, Intervention Lens, Breakdown, Line Graph, or Overall Trend) Dashboard — Export PDF on the graph toolbar
Audit Log PDF The filtered audit log entries, with their notes Audit Log tab
MAR PDF The medication administrations in the range, with time, status, and who administered MAR Reporting tab

Incident Report PDFs and Required Document compliance PDFs are exported from those screens, not from Analyze. See Exporting an incident report PDF.

Exporting a Dashboard PDF

  1. Open Analyze → Dashboard.
  2. Choose the graph view you want in the PDF.
  3. Set the date range and any chips or title checkboxes.
  4. Click Export PDF.

The PDF is a snapshot of that one view. Switch views and export again for another graph. Overall Trend still uses the last 12 months even if your date range is shorter.

Exporting an Audit Log PDF

  1. Open Analyze → Audit Log.
  2. Apply your filters — date range, category chips, and search keyword.
  3. Click Export PDF.

The PDF includes every entry that matched your filters, with notes inline.

Exporting a MAR PDF

  1. Open Analyze → MAR Reporting.
  2. Pick a date range.
  3. Click Export PDF.

The PDF lists the medication administrations in the range with their status (given / skipped / refused), time, and the staff member who administered.

Tips for clean PDFs

  • Set the view and filters first. PDFs reflect the current screen.
  • Choose a focused date range. A wide audit log can run to many pages.
  • Check the data on screen first. If it looks wrong on screen, it will look wrong in the PDF.
  • Export one Dashboard view at a time. There is no combined PDF of every graph.

What’s not in PDFs

  • Videos — not playable in a PDF
  • Interactive hover — flattened to a static image of the graph
  • Later changes — the PDF is a snapshot at export time; new entries are not included until you re-export

Sharing PDFs securely

PDFs can contain sensitive data:

  • Email with care — use encrypted email if your organization provides it
  • Print only when needed and store securely
  • Cloud uploads should be access-restricted

Common questions

  • Can I customize the PDF design? — No. PDFs use BEHCA’s standard layout.
  • Why does the PDF differ slightly from the screen? — The data is the same, but pagination and chart rendering can differ.
  • Can I schedule recurring reports? — No. Each export is on-demand.
  • My PDF won’t download. — Try another browser, and make sure the view has data — an empty result can produce an empty PDF.

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