PDF Reports are stored in the Report List of an App. You can create a new report in the Report List by clicking " ". You can type the Report Name when you create the report.
After creating the report, you should connect the report to the page by using the PDF Report widget " ".
Go to Page Builder
2. Drag and drop the pdf widget to the page
3. Click “Connect Report”
4. Click "connect report" then select the correct one.
Information !
You can click the button circled below to disconnect the linkage and connect to another source of PDF.
After you have created a report, you can still change its name whenever you want by clicking the green setting button. Besides changing the report name, you can also copy the existing report and create the same one by clicking " ".
You can click a report on the Report List to open it in the Page Builder. In the Report Builder, you can design your report template.
Here are the meaning of the controls in the Page Builder:
Back to last saved version.
List of widgets in the current report arranged according to the layers they are placed in.
Show/hide the border of the widget.
Manage the report settings such as margin, style and format etc.
Preview the report in run time.
Save changes.
Back to report list without saving.
Page layout design of the report. Users can design the header and footer here.
Main Body design of the report. Users can design the main body here.
Same as the Page Builder, in the Report Builder, we also need some built-in controls to customize the PDF report.
Users can group widgets together clearly.
Formatted container allow users to group widgets together clearly. Its difference with container is that widgets being put in a formatted container will be arranged one after another without free relocation.
Users can show the page number of the report by this widget.
Users can use label to display content that is independent of the form data.
Input in Report Builder is used to retrieve data from the page form. DataTime and input box from the page builder widgets can be retrieved by the parameter.
Options in Report Builder is used to retrieve selection box value.
Users can upload image to display in the PDF report.
It is a horizontal line which with 100% width.
It is a horizontal line with adjustable width.
It is a vertical line with adjustable height.
In the Report Builder, there is a Report Layout Box which users can design their report layout. The Report Layout can only be changed in the Main Body tab. It is defaulted to have a Page Header, a Content Section (which is the default main body part) and a Page Footer.
To add a new layout for the report, users have to click the Add Button and select either one layout to add. There are 3 layouts to choose: Content, Table and Page Break. Users can drag to rearrange the layout order.
For example:
Report Parameter is used for connecting a PDF report template with a form record. It is created to be mapped with widgets on a Form. When a report is generated, the Report Parameter reads data from the source widget.
After users clicked on a PDF Report widget on a form in Run Time, a certain widget value/ the record ID will be passed to the report parameter allowing the PDF report template to obtain related information from the form record through Page Data Source and fill the information on the template.
Report Page Data Source is used to retrieve data from the page to the report. In the Report Page Data Source setting, users have to map source data page widgets to the report widgets.