Print Visualization PDFs

You can print and share visualizations or individual charts as PDFs for reporting or offline analysis.

When you submit a print request, Unifier creates a background print job. You can continue working in Unifier while the PDF is being generated. When the print job is complete, you can download the PDF from the Printer icon in the application header.

If data caching is enabled, the timestamp is included below the visualization title in the downloaded PDF in the format, Data as of <date and time>.

To print a PDF of a visualization:

  1. Sign in to Unifier with project/shell user credentials.
  2. Select the specific project/shell tab, and switch to User mode.

    For example, select a tab called Vision Corporation.

  3. Access the visualization using one of the following methods:

    In the left Navigator, select Visualizations.

    or

    Access the Visualizations log from a business process log:

    1. In the left Navigator, select Logs.
    2. Select a specific business process, such as Contracts.
    3. In the selected Business Process log (right pane), just below the User mode indicator, select a visualization from the Visualization list.
  4. In the Visualizations log (right pane), open the visualization you want to print.
  5. Print the visualization using one of the following methods:
    • For visualizations spanning multiple tabs, select the tab you want to print.
    • To print the entire visualization, select Print in the title bar.
    • To print an individual chart:
      1. Position the pointer over the chart and select Maximize "".

        Note:

        The printed PDF includes the entire chart, even if the maximized view does not display the entire content.
      2. From the Overflow menu ( "" ) of the chart, select Print.

      3. Specify the print preferences:

        • From Orientation, select either Portrait or Landscape.
        • From the Page Size list, select A4, Letter (8.5 x 11), Legal (11 x17), or Unlimited to print very large grids.
        • Select Print.

Result: The print request is submitted as a background job. You can continue working in Unifier while the PDF is generated. The Printer icon appears in the application header when at least one print job exists and displays a progress indicator while jobs are processing.

Note:

In Firefox and Safari, printing a visualization might take longer than expected.

Additional information:

  • You can have up to 15 print jobs in progress at the same time. If you submit another print request after reaching the limit, Unifier displays a message indicating that you must wait for a job to finish or cancel an active job before submitting another request.
  • Print jobs continue processing after you sign out. When you sign in again within the 24-hour retention period, your print jobs remain available with their current status.
  • The generated PDF includes all applicable data for the selected visualization or chart, including data that is not currently visible in the browser. The output respects your current filters, project or shell context, and access permissions.

Download a Completed Print Job

When the print job finishes, a notification appears next to the Printer icon. Select the Printer icon to open the Visualization Prints panel. The panel lists print jobs from the current session and the previous 24 hours and includes the following information:

  • Report or chart name

  • Visualization name

  • Project number

  • Current status

  • Timestamp for the print job

Print jobs can have one of the following statuses:

  • Download in Progress – The print job is still processing.

  • Ready to Print – The PDF is available to download.

  • Failed – The print job wasn't completed. The panel displays the reason for the failure and provides an option to retry the print request.

To download a completed PDF:

  1. Select the Printer icon (icon tbd).

  1. Locate the print job with a Ready to Print status.

  1. Select the download icon (icon tbd) for the print job.

Note: Downloads aren't started automatically. You can download a completed PDF at any time within 24 hours after the print job is created.

Cancel a Print Job

While a print job is in progress, you can cancel it from the Visualization Prints panel by selecting the X icon next to the job. Canceling the job stops background processing and removes the job from the list.