Custom report templates downloadable as pdf for end user | Community
Skip to main content

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???

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. 

 

 


Reply