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 select either All sections to create a PDF of the entire report or select a Range to create a PDF of just those pages.
- 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: This is optional. Without anything selected, just the single From section will generate. You will see the total number of sections that will be generated under Sections to include; however, some sections may span multiple pages and may be more than the number referenced.
- Select All sections to generate a PDF of the entire report.
- 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.
Have more questions or need assistance?
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