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How to Export a Custom Report as PDF File


Users can generate a PDF file of a saved custom report that will be displayed in separate tab. Exported files follow the file naming format: <custom-report>-<custom-report>-<yyyymmdd>-hhmm.pdf (e.g., custom-report-20200807-0913.pdf).
 
Ensure that pop-ups are allowed for the PowerForm site.
 
To generate a PDF file of a custom report:
  • Click the Menu icon on the menu bar and click Custom Reports.
  • Do one of the following:
  • In the reports grid, click the Export button and select PDF from the list.
  • Click on the Title of the report to open it, then click the More button and select Save as PDF.
4.     In the Save As screen, select a location for the report and click Save.