When creating reports I only see the ability to export in excel or CSV. How do we create reports and have them display in PDF format or customize how a report is displayed (Not necessarily charts). Or if the system is able to create document layouts like Invoices or Sales Orders
Hi Quincy,
Steps for saving report in PDF format:
- Create the report and save it
- Now open this report from the file browser and open it in new window (not in edit mode)
- You will now see the option of exporting the report in PDF format.