Printing content to PDF

You can export your content, such as a list or report, that you are currently viewing to a PDF document. Access the options for exporting to PDF through the options menu. You can view the exported PDF report in the Print Files tab of the Report Catalog.

  1. From the list of reports in Report Catalog, click the ellipsis (3-dot) menu of the report you plan to export and select Export to CSV.
  2. On the Display tab, select Landscape or Portrait orientation.
  3. Select the number to represent how much smaller than the default the report font should be.
  4. On the Contents tab, select a record limit. The default is 5,000. Other options are No Limit, Larger (250,000), Small (100). You can also select Specify Record Limit which prompts you to manually input the number of records.
  5. Select printing options.
    If this option displays on the dialog box, it means the list or report you are printing has features, such as, detail tabs. The available options vary depending on the report. For example, you might see:
    • Current List Only: This means the list you are currently viewing.
    • Current List with Details: If detail tabs are available on the current list, you can include them.
    • Selected Record with Details: If you have selected an individual record in a report with a details tab, use this option to print complete details for the record.
  6. On the Sharing tab, select a report distribution group.
  7. Click Print to generate PDF immediately or click Schedule and complete the form to schedule the action. You can specify whether to receive email notification when the printing is completed or failed.