Full Report and Cover Page Customization in PDF Format
future
M
Mfonti
The current format of the PDF version does not meet my expectations, especially the default format on the cover page. I would like to have the ability to fully customize the entire report, including the cover page, to better fit my needs and branding preferences.
Having more control over the design and layout of the reports would be a great improvement, allowing for a more personalized and professional presentation.
Janaya Fix - Product Management
Merged in a post:
Customizable Report Layout for PDF Exports
t
tharris
Allow users to customize the layout of their reports when exporting to PDF. Specifically, provide the option to rearrange sections of the report, such as moving the summary to the beginning or adjusting the order of other sections.
Janaya Fix - Product Management
marked this post as
future
t
tharris
We would like the summary section to be on the PDF first. We would like the ability to print the report with thumb nail photos to shorten the report, or the ability to print full size photos.
Janaya Fix - Product Management
Great to hear your perspective, tharris! I have a few more questions for you:
- What specific sections of the report are most important for you to rearrange?
- How frequently do you need to customize the report layout for your PDF exports?
- Are there any specific templates or styles you prefer for the PDF layout?
Janaya Fix - Product Management
Great to hear your perspective, Mfonti! I have a few more questions for you:
- Could you please specify the elements on the cover page that you would like to customize?
- What specific features would you like to see in the report customization?
- Could you provide examples of how you envision the layout and design of the customized reports?
j
jmaxon
Janaya Fix - Product Management
Can't speak for Mfonti however will add my thoughts -
Having a few different layouts is likely not to difficult to implement (understand making it 100 percent customizable may be problematic)
For my business - we primary do residential inspection reports as part of a sale however do some commercial reports and the odd consultation. Would be nice to be able to have the title easily reflect that.
For commercial we typically provide the client a DRAFT to review (would be nice to have that water mark option (currently we temporarily change the address and add DRAFT to end however that is not elegant.
Have indicated elsewhere that we want the ability to remove PRICE from the report - an optional invoice can address that however reports do get circulated beyond the client and price should not be included.