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How to create and run presentations in Hubviz Web

Turn project charts into slides in Hubviz Web, present full screen, export a PDF and share a public link with an expiration date.

Available on Professional and Business

Build slides from the project charts, present them full screen in a meeting, download a PDF or send a link that opens without signing in and expires on a date.

Use it for results meetings, when the dashboard holds more than the agenda needs.

Open presentations

In the dashboard header, click the Generate Presentations (Export Charts) icon (a screen with a play symbol). The Turn graphics into charming presentations! page opens with the project’s Saved Presentations. To see them all, click See all.

If the icon doesn’t show, your user doesn’t have access to presentations. Ask your workspace admin. If it shows greyed out, the workspace plan doesn’t include presentations.

Create a presentation from charts

  1. Click Create presentation now!. The creation window opens on the Layout step.

  2. Choose where to start and click Next:

    • Blank Presentation: you check the charts in the next step.
    • Use Default Template: Hubviz builds the presentation from up to 6 project charts, in the order of the dashboards. Filters and calculators are left out.

  3. On the Data Base step, use Select The Period to set the period of the charts.

    With Use default template, this step shows only the period. With Blank presentation, it also shows the chart selection.

  4. Only with Blank Presentation: in Select graphs or financial statements, open Select Report/Graph and check the charts. Each checked chart becomes a slide. With none checked, the presentation starts blank.

  5. Click Next. On the Confirmation step, type the name in Type the name of the presentation and check the period.

  6. Click Next. The editor opens with the slides.

Create a presentation with AI

  1. Click Create presentation with AI!. The Create Presentations With AI window opens.
  2. Describe the presentation: the goal, the charts and what each slide should have. The box shows a sample request.
  3. Click Send. AI builds the slides and the editor opens with the result.
  4. Review the slides in the editor and save.

With an empty box, The field cannot be empty. Please provide a detailed description. shows up. AI slide generation does not use AI credits. Only conversations in the Hubviz Web chat do. See How to ask the AI assistant in Hubviz Web.

Edit slides

The editor shows the slide list on the left, the open slide in the center and the action buttons at the top.

ButtonWhat it does
Add ChartPlaces a project chart on the open slide.
Add Title and Add TextPlace a title or a text block, with font, size and color options.
Add ImagePlaces an image, such as the company logo.
New PageCreates a blank slide.
DuplicateCopies the open slide.
Delete PageDeletes the open slide.
Save PresentationSaves the presentation. Save before sharing.
To PresentOpens presentation mode.
Generate PDFOpens PDF Export Options to download a PDF.
ShareOpens Share presentation, to generate the public link. Only shows for people with permission.
BackGoes back to the list of presentations.

In the list, each card’s Presentation Options menu has Duplicate and Delete.

Present

  1. In the editor, click To Present. The presentation opens full screen.
  2. Move through slides with → and ←, with the arrows at the bottom of the screen or by clicking the slide. A right click goes back one slide.
  3. To interact with a chart without changing slides, click the pin, Pin slide. Click it again to release.
  4. To exit, press Esc.

The presentation doesn’t advance on its own: the presenter changes each slide.

Download as PDF

  1. In the editor, click Generate PDF.
  2. In PDF Export Options, change the File Name. The default name is slides_export.
  3. Click Export. The PDF downloads with one slide per page.
  1. Save the presentation. Without saving, Save the presentation before generating a public link. shows up.
  2. In the editor, click Share.
  3. In Expiration, choose how long the link works: 1, 7, 15, 30, 60 or 90 days. The default is 7 days.
  4. Click Generate link. The address shows in Public link, with the date the link expires.
  5. Click Copy link and send the link.

Anyone who gets the link sees the presentation without signing in to Hubviz, until it expires. The link shares a copy of the presentation in its current state. Changes made later will only appear in public access after you update the link. To change the expiration, pick another one and click Update link. To cut access earlier, click Revoke.

Example: half-year results meeting

In the Sales Results 2026 project:

  1. On the Executive view dashboard, click Generate Presentations (Export Charts) and then Create presentation now!.
  2. Choose Blank Presentation. In Select The Period, pick July to December 2026.
  3. Check Revenue in the period, Revenue vs. target, Revenue by business unit and Gross profit trend.
  4. Name it “H2 results” and finish. The editor opens with four slides.
  5. Use New Page and Add Title to create an opening slide.
  6. Click Save Presentation, then To Present when the meeting starts.
  7. Afterwards, generate a 7-day link in Share and send it to whoever missed it.

Tips and common problems

  • You have an incomplete presentation. showed up: a creation was interrupted. Click Recover to pick up where you left off.
  • The chart on a slide shows another period: each presentation keeps the period chosen when it was created. Adjust the period at the top of the editor.
  • The public link doesn’t open: it expired or was revoked. Generate another one in Share.
  • The link shows old numbers: the link keeps a copy from the moment it was generated. Click Update link to refresh it.
  • The plan doesn’t include presentations: see Plan and billing.

See also