How to set up a PDF file under reports tab

  • DAVISMVC
    Asked on May 17, 2017 at 12:43 PM

    Hello, how do I set up a pdf report under the report tab, thanks.

  • John_Benson
    Replied on May 17, 2017 at 1:53 PM

    Hi,

    Are you referring to the PDF under the Reports drop down menu? See image below:

    How to set up a PDF file under reports tab Image 1 Screenshot 50

    If yes, you need to create a customized PDF first in the Submissions page. Here's how:

    1. Login to your account and select the form.
    2. Click the Submissions button.

    How to set up a PDF file under reports tab Image 2 Screenshot 61

    3. In the Submissions page, click the PDF button drop down menu and select the Customize PDF button.
    4. Try adding anything to the Customize PDF and click the Save button.

    How to set up a PDF file under reports tab Image 3 Screenshot 72

    5. Go back to the My Forms page, select the form and click the Reports button.

    How to set up a PDF file under reports tab Image 4 Screenshot 83

    Hope that helps. If I have misunderstood your concern or you have any further question, please feel free to contact us again. Thank you.