PDF submission reports are an important part of any organization’s data. They allow you to track and monitor the progress of your team as they work on different projects. However, the default PDF submissions report can be a little bit boring and not very customizable. In this blog post, we will show you how to customize your PDF submissions report so that it better meets your needs!
PDF Report
PDF submission reports contain submission details from your form as PDF files. They are also called PDF reports. The steps below will walk you through the process of customizing your PDF Report:
- Navigate to My Forms.
- Hover your mouse over the form and select More.
- Select Open PDF Editor (or Create PDF Document if the form does not already have a PDF report).
Customize your PDF Template
You can begin customizing your PDF template in the PDF Editor. The Basic Elements tab allows you to add common elements to the PDF like text, headers, and images. The Form Fields tab would be where you will enter the values for your form fields. First, let’s start with the layout of the report. When you generate a PDF submissions report, it will most likely come out in a standard table format with rows and columns. However, you can change this by going into the settings and selecting a different layout option. For example, if you want to see your data in a graph or chart format, you can choose one of those layouts instead. Next, you can customize the information included in your PDF submissions report. In the settings, there is an option to select which data fields you want to include in your report. This way, you can focus on only the information that is relevant to your needs and eliminate any unnecessary clutter. Finally, another great way to customize your PDF submissions report is by adding annotations or comments. Click on the submission if you want to add a comment and select the annotation option in the menu bar.
How to Use PDF Editor to Assign a Custom Name to a PDF Report?
Using the PDF Editor, you can generate beautiful PDF templates for your submissions and create multiple PDF documents that you can customize based on user input. You can also give the PDF file a unique name based on the data you enter in the form. To change the file name of the PDF report:
- Select PDF Editor.
- Go to the Layout Settings panel
- Navigate to the Customize tab.
- Scroll to the PDF File Name section and click the edit button (pencil)
- Select the fields you want to use for the PDF file name by clicking Form Fields.
- The changes will be saved automatically by the PDF Editor.
Customizing your PDF submission report can greatly improve the organization and efficiency of your team’s work. By selecting specific data fields, changing the layout, and adding annotations, you can create a report that is tailored to your individual needs. So try out these tips and make the most out of your PDF editor!