Custom report templates downloadable as pdf for end user | Community
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Custom report templates downloadable as pdf for end user

  • February 6, 2025
  • 1 reply
  • 20 views

Currently the delivery for the end user is pretty lame.  Yes, you can send them the results, but text only options.  Doesn’t allow us to come across as a very advanced company.  We need the option to select a template, or create our own, results page and when the user fills out the form those results are then a downloadable pdf using the template or created page.  And the same pdf will be emailed to them.  On top of that, creating a custom email that has nice charts displaying their results and being able to customize that with pictures, videos, links etc is needed as well.  Now they have a professional looking email with their results and a downloadable pdf that looks professional as well that they can keep.  Why isn’t this done already???

1 reply

Liz
Community Team
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  • Tech Community Advocate
  • 14840 replies
  • February 7, 2025

Hi ​@Lifetime Of Knowledge Welcome to the community! I can definitely add your request for a feature for this. 

We have a couple of posts here in the community with workarounds from different users. I’ve posted those below! Hopefully they give you some ideas in the meantime. 

 

 


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