Export to PDF using the PDF or Print Page Options

Modified on Fri, 17 Nov 2023 at 11:29 AM

You can easily convert any page you are viewing - whether it's a project dashboard, a financial report, or any other pages in the application - into a convenient PDF report. This article explains how to use the Print and PDF Page functions, allowing you to seamlessly create PDFs from your current view for reporting, sharing, or archival purposes.



Accessing Print Page & PDF Page options


The Print and PDF Page functionality can be accessed from any page simply by clicking on the Tools menu.





Print Page


Overview

The Print Page feature leverages your web browser's built-in print service. This functionality allows you to create a PDF with customisable dimensions, zoom levels, and margins, offering a tailored output of the visible page content. Thanks to the preview feature you can also ensure the output meets your requirements.


Use cases

  • Custom Reports: This function is ideal for creating reports where you need to adjust the view or focus on specific data. 
  • Quick Sharing: It is also useful when you need to quickly share a snapshot of your current page view. 


How to Use 

  • Access the Feature: Navigate to the page you wish to print. 
  • Customization: Use your browser’s print settings to adjust layout, margins, and zoom levels. 
  • Generate PDF: Select 'Print' and choose 'Save as PDF' to generate the PDF file. 



Tip: For optimal rendering, we recommend using the Landscape layout and A3 paper size. This ensures your PDFs come out looking their best!




PDF Page  


Overview 

The PDF Page feature uses Fluid's own PDF generation service. This function is designed to render a pre-formatted, comprehensive PDF, best suited for larger reports. 


Use Cases 

  • Comprehensive Reporting: Ideal for generating detailed, extensive reports. 
  • Asynchronous Generation: Perfect for reports that require more processing time. 


How to Use

  • Initiate PDF Generation: Select the 'PDF Page' option on the desired report page. 
  • Configuration: Adjust settings such as layout, etc. 
  • Generate Report: Select Generate PDF to download the report.





Note: Fluid uses scalable graphics to ensure that whichever amount of resolution or how much you zoom in or out, the quality of the page will be maintained to look crisp and sharp. 


  


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