Reviewing a report and exporting its PDF

Before you start

• ✓A generated report in Reports.
• ✓A PDF export available. Trial: one regular PDF export in total, which doesn’t reset. Paid plans: 20, 75, 200, or 600 PDF exports per month from Starter to Scale.

Steps

1. 1

   Step 1: Open the report

   Choose Reports and open the report. New reports open as a draft.

2. 2

   Step 2: Review and edit

   Choose Edit to change the explanatory text, then Save Draft. Scores, evidence, confidence, and provenance are protected and can’t be edited, and editing never recalculates a score. Version history lets you restore an earlier checkpoint. Review any regenerated content before you finalize.

3. 3

   Step 3: Finalize

   An Owner or Admin chooses Finalize. Members choose Send for Review to ask them. Finalizing locks the version; later edits create a new version and never change existing PDFs or published snapshots.

4. 4

   Step 4: Choose Export PDF

   Choose Export PDF, then Regular PDF or White-Label PDF. A White-Label PDF uses your published Workspace brand.

   Reports / Website Audit — Nova Dental Studio

   Export PDF

   Regular PDFWhite-Label PDFProfessional

   Creating a new PDF uses 1 PDF export. Downloading an existing one doesn’t, and a failed PDF doesn’t count.

   Create PDF

5. 5

   Step 5: Create and download

   Choose Create PDF. You can ask Prooflin to email you when the export finishes. When the file is ready, download it; the report keeps every export so you can download it again later.

What you should see

Common problems

Next steps

• HELP ARTICLEReading a Prooflin report: scores, findings, and confidenceEvery Prooflin report shows scores, findings with a severity and a priority, a confidence level, the evidence behind each finding, and the limits of what the audit could see.→
• HELP ARTICLESetting up Workspace branding for white-label reportsAdd your logo, brand colour, and footer once. When you save your brand settings, new White-Label PDFs and hosted reports use them.→
• HELP ARTICLEPublishing, republishing, and unpublishing a hosted reportPublish a finalized report as a hosted web page, publish again when you finalize a new version, and unpublish it when the client no longer needs it.→
• CONTACTContact UsIf this article didn’t resolve your question.→