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OpenBB/website/content/pro/workflows/report.md
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title, sidebar_position, description, keywords
title sidebar_position description keywords
Create a custom report 2 In this guide, learn how to create a custom report using OpenBB Terminal Pro, including creating a new dashboard, adding widgets, creating a group, and exporting to PDF.
OpenBB Terminal Pro
Custom Report
Dashboard
Widgets
Group
Export to PDF

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

In this workflow, you will perform an entire workflow an analyst goes through when performing investment research. You will create a new dashboard, add at least 3 new widgets, create a new group, and link it with the existing widgets. Finally, you will add a note to a Dashboard and export it to PDF.

  • Create a new dashboard
  • Add at least 3 new widgets to the dashboard
  • Create a new group and link it with the existing widgets
  • Add a note to a Dashboard and export it to PDF