All Collections
Workflows & Reporting
How do I customize a PDF report?
How do I customize a PDF report?

Learn how to customize reports with the report builder.

Cory MacVie avatar
Written by Cory MacVie
Updated over a week ago

There are three ways to build a custom PDF report from your records. Users can generate reports from both web and mobile devices.

Customizing a PDF Report

To customize your report, open the Side Navigation and go to Apps. There either click on the App's Name or on the Edit icon to get to the App Designer page. You will see the 'Reports' button on the right-hand side in the App Settings section.

These are the ways to customize the report to meet your organizational needs.

  1. Create a Report using the basic builder.

  2. Create an Advance Report using embedded javascript and HTML/CSS.

  3. Or leverage Professional Services work and have the team customize one for you.

To build reports there are two options, the basic builder and the advanced report.

Basic Builder

The basic builder is a good way to customize your app without the need for any code. It provides a way to primarily modify the content shown on your report. You can customize the cover page, header and footer. You can also control field visibility and modify the formatting. You will find all the document settings on the left side of the page.

The basic builder is available on all plan types.

Create a custom report modifying some basic information.

Advanced Builder

If you want complete control over every aspect of their reports, then you want to use the advanced builder. The advanced report builder gives you access to the HTML and Javascript behind the report. Using the power of Embedded JavaScript, or EJS, Advanced Reports provides the core template used in Basic and enables you to customize every aspect of it. The full power of the underlying engine is there, including expressions, API calls, CSS formatting โ€” you name it.

You can also find comprehensive resources on Advanced Report Builder on our Developer Documentation page including report variables, functions, and example code snippets you can easily copy and paste into your report template.

The advanced builder is available on professional and enterprise plan types only.

If your customization needs go beyond what the basic builder can do for you, then the advanced builder is for you.

Professional Services

Your third option is using our team to build your custom report. If you still feel you want technical help building your custom report, our professional services team is still available for assistance. If you would like our team to develop your custom report and place it into your account you can contact us and get a quote for this service. We will need a mockup of how you would like the report to look, which can be done in MS Word, Google Docs, Excel, etc.

Printing a Report

In order to print a Report, go to the desired App, to get to the App Records page. Depending on the view you are currently on, the location of the print option will vary.

Hybrid and Table Views

From these two views in order to print a record, you will need to click the more options, on the left side of the records row.

Printing a report from the hybrid view in the App Records page

Map View

From the map view is also possible to print reports. In this case, you will need to first click on the point of the record right on the map so that the record details modal opens up. There click the more options icon (3 vertical dots). The print options is the first one available.

Printing a report from the map view, in the Records detail modal.

Choosing the Report

You can create multiple custom reports for each form. When two or more custom reports are active, users will be prompted to choose which form they want generated. Once they click the 'Print' option, they will be presented with the 'Select Report Template' modal that includes a list of all the existing reports for them to choose from.

Once the user clicks on the Report name the PDF file will be generated. In most cases, the file opens in the same browser tab the user was on (Fulcrum App). To prevent this from happening, you can always right click the name of the report of your choosing and click the option to 'Open link in a new tab'.

To learn more about Reports on the Web App, please check out the following tutorial:

Did this answer your question?