Determining When to Use PDF Mapping Versus Data Transform

If you are using a PDF template, keep the following in mind when determining which method to use for your report template:

  • PDF mapping

    Used to change template fields to match data file field names. This method is more efficient than data transform as it requires significantly less processing.

  • Data Transform

    Used to change XML data file field names to match the template field names. This method should be used when a common template is required to run in different organizational units.