When report users are ready to publish or review a report, they can select the Generate PDF button within the report to generate a PDF of the full report or specific sections.
Select a section of the article to navigate directly to it.
Generate a PDF Walkthrough
Step-by-Step Instructions
- From within a Report, click Generate PDF
You can generate a PDF with All Sections included, a Range of Sections or Specific Sections of the report. The All sections option will be the entire report.
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To select a range of sections, click the "Select..." field under From to select a Section to start the Range. To set an end range, select another report section under To.
Note: The end range is optional. Without anything selected, just the single "From" section will generate.
To include specific sections of the report, select or search for the specific sections to generate.
- Click Generate PDF to begin the process.
- A pop-up message will appear in the bottom right-hand corner as it generates. Select Details to view the status of the process.
- The Task Details modal will appear and will show any errors if needed. Select the X to close the Task Details dialog.
- Once generated, the message will contain an Open File button. Click Open file to open the PDF in another browser tab.
- Tip: Copy and paste this URL to share the link with others in your review process.
If you close the Generate Report message or need to access the PDF at a later time, you can redownload it and see the task details in the Activity Log in Settings.
Frequently Asked Questions (FAQs)
Q: I need to redownload a generated PDF of my report, where can I find it?
A: In the Activity Log in Settings.
Q: Can I download my report as a Word File?
A: The report can only be downloaded as a PDF to ensure formatting.
Have more questions or need assistance?
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