Export a report as PDF

Create a PDF version of a report.

PDF export is useful when clients want a downloadable or email-friendly report copy.

Before exporting:

  • Check that charts and tables load on screen.

  • Use the right report date range.

  • Keep pages tidy and avoid overly wide tables.

  • Preview the PDF before sending it to a client.

If a PDF fails or looks incomplete, try refreshing the report data, reducing very large pages, and testing again.

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