Predefined PDF-Export

Niklas Multerer
Niklas Multerer Active Partner
Third Anniversary 25 Up Votes Board Developer
in Idea Exchange

My client has a requirement to export their P&L report, balance sheet report and other reports as a PDF. The structure of the report has 3 elements:

  • Report information: Name of the report, name of the company, additional information such as "YTD view" and "Disclosure in TEUR" (position: top left).
  • Logo: Logo of the respective company (position: top right)
  • Report: illustration of the respective report as a table (below).

Problem:

  • In Board, the P&L report has to be scrolled in order to see all rows.
  • If you select all tree elements as printable area at the same time, you get the correct structure in the PDF, but the report/table is cut off and not completely displayed in the PDF.
  • If report information and logo are set as printable area 1 and the table as printable area 2, the report/table is displayed in full in the PDF (all lines), but the printable areas 1 and 2 are separated by a page break. So report information and logo are on page 1 and the table for the report is on page 2. However, everything should be displayed on one page.

Desired functionality:

  1. For a PDF export, several printable areas should be able to be placed on one page (without page break).
  2. It would make sense to be able to determine when there should be a page break and when there should not be one.
  3. The export format should be storable for each report for all users as a defined PDF report.
  4. The defined PDF report should be exportable/creatable via button (procedure).
  5. It should be possible to send the defined PDF report by email.

Report cut off.JPG
Report separated 1.JPG
Report separated 2.JPG
Report separated 3.JPG

2
2 votes

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Comments

  • Product Management Team
    Product Management Team Employee, Group Leader
    250 Likes 500 Comments First Anniversary Name Dropper

    Thank you for sharing your insightful suggestion with us, @Niklas Multerer. Your time and effort are genuinely valued.  
     
    As of April 2023, we have implemented a thoughtful archiving process for Ideas that have received fewer than 5 votes and are more than 6 months old. This approach ensures that our Idea Exchange remains well-organized, highlighting the most sought-after suggestions and streamlining their accessibility for both our community and team (details in our Idea Exchange FAQs).  
     
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    Please keep those creative ideas and feedback coming – we always look forward to hearing from you.  
     
    Thank you again for your understanding and continued support. 

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