Get started with the PDF Report Builder

Custom PDF Reports

The Report Builder allows you to format and embed data into existing Custom PDF Reports. This data is automatically associated with completed form submissions and is displayed based on unique field keys.

How to access the Report Builder

1. In the Portal, go to Forms > Custom Reports.

2. On the Custom Reports page, select the green + New Report button (or Actions > Edit to open an existing report).

3. Select the form that you'd like to use for the report and give it a name. 

Upload a PDF template

Once in the Report Builder, you'll need to upload a PDF template for you to build your report on. Select Upload your PDF to choose the template you'd like to use for this report. In the example, we've uploaded a sample Inspection Worksheet for our PDF report template. You'll also need to upload a blank version of your form report (i.e., a template without any data filled out).

Add field data

In the Report Builder, you'll see the fields that correspond to your form. To start mapping the field data over to your PDF template:

1. Choose a field from the Form Fields menu and select Add. This will automatically add the field to your report.                                                    

   • You can also add multiple instances of the same field data in your report by repeating this step.

2. Adjust the size of the field data box and drag and drop the field to place it wherever it coincides with your PDF template.

3. Navigate and manage report pages using the page buttons.

Preview and publish

Make sure to preview your report by Preview > Test Submission to ensure optimum results. Your test submission data will populate your form: