Export Report as PDF

Overview

A Report organizes and displays data defined by the user. In some instances, a Report may need to be exported from the platform; a Report can be exported to PDF or Excel format. The following example will demonstrate how to export a Report as a PDF.

Example

1. To begin, navigate to a Designer Folder, click CREATE REPORT button.
2. Give the Report a name and click CREATE to open it in the Report Designer.
3. Under Data Sources click Add, then navigate to and select Common > Folder Data Source.
4. In the Data Fields section, add Folder Id, Created on Date, and Nesting Level components to the Report.
5. Click Run Report from the top bar; this action will automatically save the Report and open it for interaction.
6. In the Report Viewer, click the gear icon, then the printer icon; this icon stands for Send/Download Report.
7. In the Send/Download Report window, change the Settings > Format option from Excel to Pdf. Click PROCEED.
8. In the resulting window, click Download Exported Report. 
9. The Report will download and display automatically in PDF format.