The PDF Options dialog box lets you determine how reports and documents are exported to PDF format. For example, if most of your reports are exported in landscape orientation, you can set your export default to landscape so you don't have to select this each time you export.
Export a report from a folder, or export it while viewing it:
To export a report from a folder: click the PDF icon
in the Actions column and answer the required prompts.
To export a report while viewing it: Click the name of a report and answer the required prompts to run the report. From the report Home menu, select Export, and choose PDF from the submenu.
Either action displays the PDF Options dialog box.
Select from among the following options:
Export: From the drop-down list, select either Whole report or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.
Page Header and Footer: Specify the page header and footer to be displayed on all reports. Click Edit Custom Settings to open the Header/Footer Editor. Specify the text to print in the left, center, and right portions of the page's header and footer. Enter static text, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text.
Report Header: Specify the text to print in the report header. Click Edit Custom Settings to open the Report Header Editor. Enter static text in the Header field, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text.
Scaling: Adjust the amount of the report's content (and thus, the size of the font) that prints on a page using the following scaling options:
Adjust font to __% of original size: Specify the font size of text displayed on the report as a percentage of its original size.
Fit to __ page(s) wide by __ tall: Specify the page dimensions in which to fit the report contents.
Print the grid and the graph on the same page: Determine whether the grid and the graph are printed on the same page when printing a report displayed in Grid and Graph view. If you clear the check box, the grid and graph print on separate pages.
Orientation: Determine whether to print reports in either Portrait or Landscape format.
Print cover page: Determine whether to print a cover page with the report, and select one of the following to determine which details are printed:
With Filter Details: Print the filter details of the report on a separate page. The filter details are placed before the contents of the report.
With Report Details: Print the report details of the report on a separate page. The report details are placed before the contents of the report.
Cover page location: Determine whether the cover page is placed before or after the report.
Advanced Options - Click to display the following advanced options:
Paper size: Select the paper size on which to print a report.
Margins (Inches): Set the left, right, top, and bottom margins. For reports to print according to these settings, these margin settings and the margin settings in the browser's File > Page Setup option must match.
Maximum header size (Inches): Set the size at which the report header can be overwritten. If the header is larger than its maximum size and the report must use the space to display its content, the header is cut off by the report content. If the report does not use the space, the entire header is displayed, regardless of size.
Maximum footer size (Inches): Set the size at which the report footer can be overwritten. If the footer is larger than its maximum size and the report must use the space to display its content, the footer is cut off by the report content. If the report does not use the space, the entire footer is displayed, regardless of size.
Use bitmaps for graphs: Determine if graphs are generated using a bitmap format or a vector format. Select the Use bitmaps for graphs check box to specify that graphs are generated using a bitmap format.
Use draft quality for graphs: Specify whether to use lower-quality graphs in the exported PDF. This results in a smaller PDF file size and is particularly helpful when you do not intend to print the report or document in a high-quality format. This option is only available if the Use bitmaps for graphs check box is selected.
Select the Do not prompt me again check box if you do not want to be prompted with the Export Option dialog box the next time that you want to export. If you select options that you will use each time you export the report, then you can clear the check box to save the settings and not be prompted to answer them again.
Click Export.
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