Knowledge Base Article
How to Export a Report to PDF
To export your report results to a PDF file:
- Open the report you want to export
- Set your desired filters and parameters
- Click Run Report to generate results
- Once results are displayed, click the Export To PDF button
- 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.