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How to Customize PDF Submissions Report

How to Customize PDF Submissions Report

UPDATE: We are excited to announce that we have just released the new version of JotForm PDF Editor


A PDF Submission Report is typically a PDF file containing your form's submission data. This is also often called a PDF Report.

If you want to customize your PDF Report, the following steps will guide you through the process.

1. While on your MY FORMS page, select a form. Click MORE option, and click Create PDF Document option. You will be taken to the PDF editor page.



2. On the PDF Editor page, you can start customizing your PDF Submissions. We have the Basic Elements tab which allows you to add Text, Heading, and Images in the PDF. The Form Fields tab is the section where you can add the fields from your form.

Note that your changes are saved automatically, no need to click any button to save.  



If you want to edit, create a new PDF document or delete an existing report, just follow the steps above to access the PDF editor and do these things. 

That's it! If you have questions, you can leave a comment below.

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45 Comments...

  • sunshinepeds

    The page length of each of my submissions may vary based on whether some fields aren't shown because they're empty. Since we need a hard copy once the form is filled out, I want pages 2, 3, etc., to have the patient name and date at the top of each page. Looking back at other questions/answers, I see that you're supposed to be able to do it, but when I go into the PDF editor, I have fields that carry over from one page to the next. Even if I try to insert name/sub date at the top of the page (in between 2 questions), that's not where it might fall when the pdf is previewed. And if I add a page break, it might not fall where it's supposed to either.

    How do I get a header that will show up on the top of every page if the document is 2 pages or 10? I feel like I'm missing something obvious!

  • Texasfuelingcareers

    I dont understand. It's only showing one application in particular, i want to make changes to the way all applications are shown as pdf's. When i download a pdf, it leaves off pertinent information. How can i rearrange this order on all forms?

  • ISH24

    Hi, how do i set a pdf that I have created for submissions as a template?

  • NBC

    We are interested to see if JotForm could be used to create small fill-able PDF forms for offline use.
    Jotform looks promising, however there is one problem for us. We cannot find a way to set the document size. The only size available appears to be 8.5" x 11". We would like to have a form that is 4" x 4" in order to quickly enter data and then print a corresponding label.

  • TropForms

    Is it possible to link other fields from another form response in the same PDF report?? Using a key number to identify those fields?

  • olliwest

    I don't see a way to set the PDF document creator to not display headers and questions that were not displayed/answered. I have lots of logic in this form, https://form.jotform.com/83527105993160, so some sections of the form don't even display depending on previous answers. However, when the PDF is generated it shows all of the headers, even the ones that weren't displayed/answered, and several question labels and sublabels that weren't displayed/answered.

  • cflomba

    I believe I used the Checklist Widget in my original design Is Checklist Widget no longer available?

  • Lois Maloney

    Hello, I am expecting about 300 replies to my invitation. Can I set the report in my inbox to print larger than the original? I would like my setting to stay in place for all replies, not reset it for every reply. I am forwarding the replies to group leaders and would like the print version in regular size, readable font. Would appreciate hearing from you. Thank you

  • trustattorneys

    The user inputted data to my inquiries get into the PDF. When a client clicks YES to the question "are they married" a new input box pops up in the interview BUT that spouse's name does not make it into the PDF.

  • mssmneur0

    I am looking to create a single PDF of the submissions that clicked "Presentation (Talk)" on my form.
    FORM: https://www.jotform.com/mssmneur0/2019-abstract-submission

    I am trying to capture everyone that is interested in giving a talk - not a "Poster"

    Thanks,
    Veronica
    Tel: (212) 659-5962
    Email: veronica.szarejko@mssm.edu

  • jmpfeffer

    Hi!
    I am trying to print off registration forms and I like all of the options available. However, when I click on the 'Hide Empty Fields' tab, it doesn't hide the empty fields, it still shows the headers with a bunch of blank space underneath. For Example: I I have a family that has registered 1 child, but there are headers for participants 1-4, I am still getting headings of Participant 2, Participant 3 and participant 4, even though the fields were left blank.

    I only want to show fields that have been written in. I don't want the Headers of fields that are left blank. It's a waste of space on my forms. How do I do that?
    Thanks!

  • HiveCleaning

    Hello, I would like to know how I can edit the positions and sizes of the photos uploaded. I need the photos to shrink when they are to large. I also want to have an pattern to the photo upload location.

  • jschrand83

    I am still in the old submission version how do I change to the new one were I can switch to multiple

  • DiamondEyeMS

    I understand how to get to the PDF customization what I am having a problem with is that I don't see where to change the PDF from two columns to one column.

  • Gonen

    Ok. Now i can only view the report in the new nice format that i built.
    I would like to save all submissions in google drive with this formt.
    How can it be done?
    It sabes to drive with default format

  • hrgarcia

    ¿Cómo cambia el nombre de su archivo PDF en función de los campos en su formulario? PERO EN LA VERSIÓN ANTERIOR....
    En la nueva versión se que lo puedo hacer pero no me gusta como organiza la información.

  • bigiadvantage

    How do you change the name of your PDF file based on the field(s) in your form?

  • CSC4kids

    I don't see a PDF Design under the reports page.

    2nd do I have to edit each submission? I would like all submissions to look the same? How do I make my layout of the submissions look exactly like the form?

  • morlingforms

    I love the functionality of the PDF editor... except there's no SAVE button when I EDIT the PDF template. So I don't get the option to apply my customised template to the email when I go back to the Email Notification Advanced Settings for the PDF attachment. I update the template (via the new blue button "OPEN IN PDF EDITOR), but with no SAVE button on the pdf editor screen it won't stick or update any of my customisations to the PDF template. And if it's supposed to be auto-saving, then it's not.

  • APSDMV

    PDF Editor just blank white screen... Solution given: "...use the "Switch to old version" button..."

    THERE ARE NO BUTTONS! The screen is completely blank! How can Jotform be this bad?

  • digi3dworks

    Let me add... this is showing the REPORT of the form filled out in PDF format...
    So why is it creating an editable PDF document? That is not the purpose of the "PDF Submissions Report", it is after the fact and should not be editable..the PDF report
    but after that, the formatting is not even close something is readable. Fields and text are overlapping etc...

  • digi3dworks

    This Editor has big issues..
    1 does not print correctly
    2 does not update the screens correctly
    3 does not remove empty fields like the old one
    etc...
    Did anyone test this before launching it? Sure does not seem like it...

  • Upravlenie_kachestvo

    Can we switch back to the previous design? It was so much easier to work with and the needs and expectations of our organisation were met.

  • YMCACentralOH

    PDF editor does need a lot of improvements. Creating a form with Jotform is so easy and smooth but editing the PDF's appearance is a whole other experience that is very flawed. What would be good to see is a rich text editor that worked in full. Ability to format portions of text with ease, make lists, etc.

    Besides using the text feature, I tried adding the entire text field form my document and all of the other fields show on top of the text or the text just doesn't show at all. I also tried adding a screencap of the text and previewing that made the screencap really tiny for some reason.

    If you could get the PDF editor to work as good as the form editor, that would be really great. For now, it looks like I cannot use this feature for what I need.

  • Srinivasa

    How to PDF file download by mobile and system

  • BRGhelpdesk

    So when I try to import the Field I have in my Form i believe it is Nothing but a Text box as I needed an Table inserted in it, It overlays all the other things on the PDF however if I Add a Text field on the PDF designer it will Grow and push everything down why does it do this id hate to have to copy it all over for each form as a lot of my forms will have a lot of Text.

  • WOTB

    I don't think the question was answered. If I create a document, download it to a pdf, then save it to my computer, will I then be able to fill it in and save it including the e-signature?

  • Genovasi

    how to print this PDF you have designed?

  • David johns

    Firstly go to the pdf application.After that open the settings and moderate it and also customize the settings and then submit it.If you need more information then follow the site.

  • christophern

    Is there an ability to set page breaks, so only certain fields appear on a page, and then a set would appear on the next page?

  • maclisboa

    Guys, I simply love Jotform but the overall report solution is pretty shabby. Particularly the .pdf editor is absolutely horrible, and that is the one my client needs the most! Please listen to your clients, and build a solution focused on UX, that we can work with making the life of your (still) clients easier!

    PS: In order to write this comment I had to open Word, ctrlC/CtrlV, as this page won’t stop refreshing and deleting my text.

  • jroskosh

    Thanks, BJoanna. Do you have a download option that works with the Rich Text format box? I don't think Excel is flexible enough to handle bold and italics, plus the spread sheet would be huge since some of our alumn submit 800 words or more and then there are the photos and captions... I'm not sure how to convert a pdf file to text either. Is it possible to download the text to a Goggle doc?

    Joan

  • MSharpe

    Yeah....this is not a solution. I have numbered sections and bullets in others. This doesn't allow me to re-format any of that to where it looks even semi-professional. Absolutely terrible.

  • lsalefske

    The pdf editor is absolutely terrible. Deal breaker.

  • rkrishna

    My pdf report is all not formatted appropriately. Columns are varying sizes and it seems very scattered. How can I fix this?
    https://www.jotform.com/build/71676858800164#preview

  • sapana chindhuji naik

    no

  • SafetyJNJMech

    There is no 'PDF' Report listed in my Reports Section. The PDF Customizer is also not working from within the report itself. Adding text - the box is added but you cannot fill text.

  • jwinklerRD

    I FIGURED IT OUT.

  • jwinklerRD

    Somehow my PDF design is now missing under the submissions tab. PLEASE HELP.

  • rotero

    can i add adjust my pdf submission ,, i need to have 2 page PDF printable. can i set (example) a table to be printed in 2nd page

  • dany_villas

    Configurar o tamanho das fotos

  • Chinthy16

    I followed these instructions but cannot figure out how to get my text headings in the form to show up on the pdf report. I see the box where heading should be and clicked on edit icon, but cannot get it to show up, or allow me to retype. If I add a field, it changes form so that questions don't match corresponding answer. Any suggestions welcome.

  • Tony

    I want to customise the PDF report to either include columns or a table into cells of which I can place the submitted data. Is this possible? Many thanks.

  • RokoBrasil

    Meus formulários não aparecem com os dados dos campos. Ao invés disso aparecem fórmulas ou endereços muito extensos.
    Como posso resolver isso?

  • abalouch

    I would like to copy one of the fields (for example the name) into each of the pages of the pdf report, without having to make the customer fill their name on every page. is there a way to copy and paste within the pdf report?