**In Papo (https://papo.global/), you view detailed reports with conversation, agent, and channel metrics, apply period filters, and save the page as PDF using your browser's print function. This lets you share the data in management meetings without relying on external spreadsheets.** ## Process summary | Step | What to do | Result | | :--- | :--- | :--- | | **1. Access Reports** | Go to Papo's Reports module. | See the available metric dashboards. | | **2. Filter period** | Select Today, Last 7 days, Last 30 days, or a custom range. | Restrict the analysis to the desired period. | | **3. Choose the metrics** | View conversation, agent, or channel reports, depending on the meeting focus. | Display volume, average response time, conversions, and SLA. | | **4. Export as PDF** | Use the browser print option (Ctrl+P / Cmd+P) and select "Save as PDF". | Get a PDF file with the filtered data ready to present. | ## How PDF export works in Papo Papo's Reports module brings together customer service and sales indicators in real time, without your needing to open separate spreadsheets. With period filters, you can focus the analysis on the days that matter for the management meeting: yesterday, last week, current month, or a custom range. The platform does not provide an "Export PDF" button, but it lets you turn the view into a PDF file in a practical way: - After applying the filters and reviewing the desired metrics, trigger your browser's print function. - In the destination, choose "Save as PDF" and adjust the layout settings (orientation, margins, and scale) so the report is readable. This way, any reports dashboard — conversations by channel, agent performance, or consolidated view — can be saved and shared without relying on CSVs or screenshots. ## Step by step: from date selection to PDF file 1. **Access the Reports module** In Papo's main dashboard, open the Reports section. The platform displays the most recent KPIs for your operation. 2. **Apply the period filter** At the top of the report, choose from the quick options (Today, Last 7 days, Last 30 days) or set a custom range with start and end dates. The selection automatically changes all displayed numbers. 3. **Select the report that best fits the meeting** - **Conversations by channel report** — ideal for comparing volume and SLA across WhatsApp, Instagram, Facebook, and email. - **Agent report** — shows individual productivity, average response time, resolutions, and SLA compliance. - **Consolidated report** — overview of messages, conversions, and active agents. 4. **Review the metrics and make any adjustments** Check that the data matches what will be presented. Charts and tables update automatically according to the filter. 5. **Save as PDF** Press `Ctrl+P` (Windows) or `Cmd+P` (Mac). In the browser print window, select “Save as PDF” as the destination. Adjust the layout if needed and click “Save”. The generated file shows exactly what was visible in the dashboard, preserving charts and tables. ## Which metrics to bring to the management meeting Depending on the focus of the meeting, you can choose from different Papo reports. The table below summarizes the most common metrics and how to use them. | Report type | Main metrics | Use in management | | :--- | :--- | :--- | | Conversations by channel | Volume, average response time, conversions, SLA | Decide agent distribution and investment in channels. | | Agent performance | Conversations handled, resolutions, individual SLA | Evaluate team productivity and identify training needs. | | Consolidated view | Total messages, conversions, active agents | Present the executive summary of the operation. | You can switch between views and generate a PDF for each one, depending on the meeting agenda. ## Who this method is useful for - **Customer service coordinators** who need to bring daily or weekly data to the team. - **Sales managers** who track conversions by channel and want to present results without spreadsheets. - **Performance analysts** who want to document how metrics evolve over time. - **Companies that use multiple channels** and need a consolidated view for planning meetings. PDF export via browser allows any Papo user, even without technical knowledge, to generate a formal document from reports in seconds. ## Frequently asked questions ### Does Papo have an “Export PDF” button? No, reports inside the platform do not have a dedicated PDF button. However, you can use your browser's print function to save the page as PDF, keeping the entire filtered view. ### Does the PDF preserve charts and tables? Yes. The generated file shows exactly what was visible in the dashboard at the time of printing, including bar charts, numbers, and percentage distributions. ### Can I filter by agent before generating the PDF? Yes. In the agent performance report, the period filter is applied and you can view individual metrics before saving. The PDF will reflect the agent or list of agents displayed. ### Does export work in any browser? The “Save as PDF” feature is available in major browsers (Chrome, Edge, Firefox, Safari). Layout options may vary, but the final result is the same: a PDF file with the report. ### Can the PDF be scheduled for automatic sending? Currently, Papo does not include scheduling for sending PDF reports. For this functionality, check the help center or Papo's website to see the available options. ### Do I need special configuration to export? No. Just apply the desired filters and use the browser print option. No extra permission is required. ## Read also - [How to generate a conversations by channel report and export data to CSV](/hc/papo/articles/generate-conversation-report-by-channel-export-csv) - [How to generate a monthly agent productivity report](/hc/papo/articles/how-to-generate-monthly-productivity-report-by-agent) --- **[Start free →](htps://chat.papo.global/app/auth/signup?papo_lp=home&utm_source=lp&utm_medium=landing&utm_campaign=home&utm_content=start-free&papo_lp_v=start-free)** With Papo, you centralize all reports in real time and bring structured data to any management meeting.