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Save a Performance report as a PDF
Choose Print / Save as PDF from the Export menu, then save it from your browser’s print window.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Reports
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open the client’s report and set the range, comparison and filters you want. All three carry into the PDF.
Press Export and choose Print / Save as PDF. A print preview opens in a new tab.
Wait for Preparing… to change to Print / Save as PDF. Your browser’s print window opens.
Choose Save as PDF as the destination and save. Press Back to report when you’re done.
When it worked
The PDF has a cover, “What happened this period”, a scorecard, trend and efficiency charts, “Channel and platform”, “Top campaigns by spend” and “How to read this report”.
If something goes wrong
Print / Save as PDF isn’t in the Export menu.
It’s hidden while the report is empty, timed out or failed to load. Fix that first, for example with a shorter range.
Orbit showsThis date range was too large to export
Go back, choose a shorter range or add filters, and export again.
Orbit showsNo performance data in this period
Choose a range with delivery, then export again.
Your sort or search isn’t in the PDF.
The PDF always prints the top 18 campaigns by spend. Sort, search and Show all don’t carry over.
You need A4 paper.
The PDF is US Letter. In the print tab’s address bar, add &paper=a4 to the end of the address and reload.
How it works
Limits: Performance report limits
The campaign table holds the top 200 campaigns by spend, a custom range covers up to 365 days, and the PDF prints the top 18 campaigns on US Letter paper.
- The campaign table lists the top 200 campaigns by spend, 8 at a time until you press Show all. Totals, channels and platforms always cover every campaign.
- A Custom range covers up to 365 days. A comparison window can go back up to 730 days.
- Very large ranges can take too long to load. Try a shorter range, or narrow it with filters.
- CSV and Excel hold the campaign table only, as raw numbers. Rates are decimals, so a CTR of 1.23% exports as 0.0123.
- The PDF prints the top 18 campaigns by spend, on US Letter paper. It carries your range, filters and comparison, but not your sort, search or Show all.
- The PDF isn’t offered while the report is empty, has timed out or failed to load.
- Sales and Creative Score have no PDF. Creative Score has no comparison.