PDF reports

Design printouts of a record - job sheets, passes, claim forms - on your business letterhead, and print, email or attach them.

Make a PDF report

Open a model's PDF reports tab and press New PDF report. Studio starts with a standard design: the record's fields in two columns, its line items as tables, and totals. Change it:

• Title on the page and the values next to the title (number, date, stage, owner, customer...).
• Blocks, in the order you drag them: heading, text (with {{Field}} values), fields (in one or two columns), a line items table (choose its columns and which ones get a total), totals, a picture, a signature, a QR code (for example of the record's link), a line, some space.
• A footer note.

The page uses your business letterhead and logo, and the look you chose for your documents (fonts, colours, watermark) in Accounting's document templates.

Use it

• On a record, Actions lists the PDF reports to open or download.
• A button can print it.
• An automation's Send an email step can attach it.
• Preview with a record shows it with a real record while you design.

On the Free plan, PDFs carry "Made with Ellibo".