How to Generate and Download a PDF Report
Steps to Generate and Download
Navigate to Reporting Section
Go to the Administration Panel and locate the Reporting section.
Select Your Report
Select the report you wish to download by clicking the DETAILS button.
Preview the Report
Ensure all details in the report are correct.
Generate PDF
Scroll to the bottom of the page and click the GENERATE PDF button.
Download the Report
The report will be automatically downloaded to your default Downloads folder.
What If You Can’t Find the File?
If you cannot locate the downloaded PDF in your Downloads folder:
Open the Downloads Page
Press Ctrl + J (Windows/Linux) or Command + Option + L (Mac) in your browser.
Locate the File
Find your PDF file in the list of downloads.
Open File Location
Click the folder icon next to the file name to open its location.
💡 Tip: Rename your PDF file after download for easier access later.
Structure of the PDF Report
The PDF report is designed for clarity and includes the following sections:
- Cover Page: Displays your company logo, report title, assessment date, and customer name.
- Table of Contents: An organized outline of all report sections.
- Main Content: Includes detailed insights, metrics, and analytics specific to the report.
Tips for a Smooth Experience
:::tip
- Double-check the report details before clicking Generate PDF.
- Ensure your browser allows automatic downloads.
- Maintain a stable internet connection during the process. :::
Troubleshooting Common Issues
Issue: PDF generation fails.
Solution: Verify your internet connection and ensure no interruptions during the generation process.
Issue: File not found after download.
Solution: Use your browser’s downloads page (press Ctrl + J or Command + Option + L) to locate the file.