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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. 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.

  1. Use the basic builder. (Create Report)

  2. Use the advance builder. (Create Advanced Report)

  3. Or have our Professional Services team customize one for you.

Basic Builder

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.

Advanced Builder

If you want completely control over every aspect of their reports, then you want to use the advanced builder. This level of functionality has previously only been available through our professional services organization. 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 — you name it.

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.

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.

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