HELP CENTER · 3 ARTICLES

Reports & PDF Exports

Read, edit, finalize, brand, and export reports as PDFs.

3 ARTICLES IN THIS CATEGORY

  1. Reviewing a report and exporting its PDF

    Read and edit the draft, have an Owner or Admin finalize it, then create a PDF to send. Creating a PDF uses one PDF export; downloading an existing one doesn’t.

    Plan
    Regular PDF on any plan (the Trial includes one); White-Label PDF from Professional
    Role
    Owner or Admin to finalize; Owner, Admin, or Member to create a PDF; anyone in the Workspace can download an existing one
  2. Setting up Workspace branding for white-label reports

    Add your logo, brand colour, and footer once. When you save your brand settings, new White-Label PDFs and hosted reports use them.

    Plan
    Set up on any plan; white-label output from Professional
    Role
    Owner or Admin

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