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How to create a pdf format for an electronic report?

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Posted on by JohnBright

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Hi all,

I am creating an electronic report. I have all the models and mappings created. I was able to create a format with an excel template. But I don't have any idea on how we should create a PDF template to generate electronic reports through pdf. I can't find any link for that as well. Can anyone please guide or provide with any links or standard reference to create a pdf template for electronic reports? Appreciate any inputs.

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi John,

On Electronic reporting destination you can choose your ER config and activate "Convert to pdf".

Once you generate print for the invoice, it will be saved as Pdf.

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JohnBright 115 on at

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Hi Alireza,

Thanks for your in responding.

Sorry I was not clear the last time. I don't want to save the report as pdf. Rather, I want to create an electronic report format with pdf template.

I am creating a format configuration with format type set to "PDF". In the format designer window, on the action pane I am trying to use the "import" button to import the pdf template through "import from pdf". That is where I am stuck. I don't have any resources or references on how to create a pdf template to import here.

Can you please guide on the same.

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