Custom PDF Reports
The Report Builder allows users to easily format and embed data into existing custom PDF reports. This data is automatically associated with completed form submissions and is displayed based on unique field keys.
To use the Report Builder, first go to the forms section of the Portal. From there, find the form you would like to create a custom report with. You can do this by using the search bar or other dynamic sorting features. Click the action button and then press Report Builder .
Next you will be on the Report Templates page. If there is not an existing template you will need to create a new one by clicking on the green new report button in the top right.
Upload a blank PDF template.
In this example I will use the sample inspection worksheet. You will need to have a blank version of your form report ready to upload.
Add Field Data
Next, you will see that the fields that correspond to your form on the left-hand side of the screen. Click on a field on the left to add it to your report on the right. You can also add multiple instances of the same field data in your report; repeat the previous steps.
From here, you can adjust the size of the field data box and place it wherever it coincides with your custom PDF. Additionally, you can add any desired metadata to the report.
Easily navigate and manage report pages using the buttons at the top of the document:
Preview and Publish
Make sure to preview the report by using a test submission button. To ensure optimum results, use a test submission and preview your report document.
Your test submission data will populate your form: