Print-Friendly Reports / Export to PDF
Once a report has been run, there needs to be a 'print all' button that generates a single printable webpage that contains all of the results in the report. For example. if the report had 322 records in the result set, the print version webpage should have 322 records in it and when printed, look formatted for A4 page(s).
Insights allows a user to download a dashboard to PDF and print.
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Cheryl Morris commented
PDF reports would fix a huge problem I am having. Currently I have custom reports that provide totals and averages of different metrics. When exported to Excel, all of those calculations are gone and the data is all lumped together. I have to redo all of the calculations.
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Richelle Brown commented
Just adding a comment here since this still isn't a possibility, printing without exporting is a BIG need.
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Dave Vaughn commented
Please work on this soon! I'm a new user and was used to being able to print very handsome, organized reports with just a few clicks on my old system. Exporting everything to Excel and having to format the spreadsheet is going to be very cumbersome.
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Nicholas Siglinsky commented
Print a report directly to a printer without having to export first.
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Taylor Smith commented
I would like to see a printable commission report for each salesperson's commission. I'm using the budget form now, and would like to print it.
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Anonymous commented
Any update on a print to PDF option for reports?
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Master Hughes commented
Sure, when you hit report, to get a print out you have to export to excel, play with margins, etc. It would be great to have a report automatically generate a PDF to print out. Thanks
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Master Hughes commented
I created custom Fields for customers colors located in the Jobs Tab. I wish there was a way to simply print a report of all customer colors without using the report function. Maybe a template that would include all customers with their colors.
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JKing commented
I don't get why this isn't something they've implemented yet...
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Jeff Foster commented
Would like to be able to print a commission report for each salesman as there being paid for each job out of the budget report
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Jeff Foster commented
I would like to see a printable commission report for each salesperson's commission
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Master Hughes commented
I wish i could draft a printout of a customer report i have for custom colors. I also wished there was a search function for custom fields. Maybe there is and i just dont know how to do it.
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Tia Albertson commented
We had the same problem - but a few years back added a Google Chrome Add-On called "FireShot" (free). It allows us to capture a report and print and/or save as .pdf, etc. You have to manually print each page, but its a lot less time consuming than exporting to Excel. Hope that helps in the meantime...
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Anonymous commented
Having to export to an excel doc, and then Reformat everything is time consuming and not user friendly.
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Jeff Jones commented
I would like to be able to print reports directly from JobNimbus.
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Anonymous commented
Would like to download / print the sales pipeline report.
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Adam Dieffenbach commented
Could you also add an Export to PDF feature with this, like Estimates and Work Orders have?