◆ Acrobat · convert

Annotate Dashboard Export

I exported a dashboard and the developers asked what was wrong. I see filter mismatches and two mis-sized tiles. I don…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

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CDecide — “help me choose”I exported a dashboard and the developers asked what was wrong. I see filter mismatches and two…+
I exported a dashboard and the developers asked what was wrong. I see filter mismatches and two mis-sized tiles. I don’t want the fix to go through multiple rounds. Walk me through the clearest way to annotate the export so developers know which queries, filters, and visuals to change, and give me the precise short notes to paste onto each offending chart. I will not assign work without clear acceptance criteria.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open your PDF file in Adobe Acrobat.

  2. 2

    Click the Comment button in the toolbar to display the commenting tools.

  3. 3

    Select the annotation tool you want to use, such as Note, Highlight, Text Box, or Draw.

  4. 4

    Click on the PDF page where you want to add your comment or annotation.

  5. 5

    Type your comment or draw your annotation as needed.

  6. 6

    Click away from the annotation or press Escape to save your comment or annotation.

You can use multiple annotation types in one session, such as highlighting text and adding sticky notes for detailed feedback.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
AnnotateTo add notes or comments to a document.ExampleShe will annotate the draft report with her suggestions before the team meeting.
MarkupHighlighting, underlining, or drawing on a PDF to show what is important.ExampleYou use the markup tool to highlight key sentences in the report.
FlattenTo combine all comments and layers into the main document so they cannot be easily changed or removed.ExampleAfter review, you flatten the document to make all comments a permanent part of the text.

The real tasks

the one, listed here
I sent developers a dashboard export yesterday and they came back confused; I need to annotate the export so fixes are clear.

Who does this

3 roles
EditorTeacherProject Manager

FAQ

about this task
  1. Open your dashboard export in Acrobat.
  2. Go to the 'Comment' tools.
  3. To add a note, click 'Sticky Note' and place it where you want.
  4. To highlight text, select the text and click the 'Highlight' tool.
  5. For more detailed feedback, choose 'Text Box' or 'Callout' and type your comments.

Comments and Annotations are tools in Adobe Acrobat that let you add feedback directly onto a document without changing the original text. They matter for document review because they allow multiple people to collaborate, suggest changes, or ask questions clearly. This makes the review process faster and more organized, as all feedback is visible in context. They help ensure everyone understands the proposed changes or points of discussion.

Comments and annotations are a separate layer on your PDF. To prevent your review notes from being seen by others when you share a 'final' version, you must 'flatten' or 'sanitize' the document. Flattening makes comments a permanent part of the document, while sanitizing removes them completely. Always use the 'Protect > Sanitize' feature before sharing sensitive files. This ensures that no hidden data or comments leak out, protecting your privacy and the document's integrity.

Drawing markup tools are useful when you need to point to specific visual elements or areas on your dashboard export that text comments might not clearly explain. For example, you can draw a circle around a specific chart, underline a trend line, or draw an arrow to a particular data point. This visual feedback makes your comments much clearer and helps the reader quickly understand what part of the dashboard you are referring to, especially for complex layouts.

FeaturePurposeExamples
Adding CommentsTo add textual notes, questions, or general feedback.Sticky notes, text boxes, callouts, reaction emojis.
Adding MarkupsTo highlight, underline, strike through, or draw directly on the document to emphasize or point out specific content.Highlighting text, underlining, strikethrough, drawing shapes, arrows.

Sources

where this comes from
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