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How to Export a Report to PDF

To export your report results to a PDF file:

  1. Open the report you want to export
  2. Set your desired filters and parameters
  3. Click Run Report to generate results
  4. Once results are displayed, click the Export To PDF button
  5. The PDF will be generated and automatically downloaded to your computer

What gets exported:

  • All data visible in the report grid
  • Any charts or visualizations
  • Report title and filter summary
  • Formatted for printing with proper margins

Tips for better PDFs:

  • Filter data to show only what you need before exporting
  • Reports with many columns may be formatted for landscape orientation
  • Large datasets export completely (not just the visible page)
  • The filename is automatically generated based on the report name

Note: You must have Exporter permissions to use the PDF export feature. If you do not see the Export To PDF button, contact your administrator about updating your permissions.

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