There are three ways to build a custom PDF report from your records. Users can generate reports from both web and mobile devices. To customize your report, go into Edit App and on the right panel there will be a Reports button.
These are the ways to customize the report to meet your organizational needs.
- Use the basic builder. (Create Report)
- Use the advance builder. (Create Advanced Report)
- Or have our Professional Services team customize one for you.
The basic builder is available on all plan types and 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.
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.
Multiple Reports Available
You can provide multiple reports for each form. When two or more custom reports are active, users will be prompted to choose which form they want generated.
This is the modal presented on web when you have two or more active reports on a form. The same similar choice option will be presented on the mobile device when generating PDF documents.