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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to create a pdf format for an electronic report?

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Posted on by 115

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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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at

    Hi John,

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

    pastedimage1678090921057v1.png

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

    pastedimage1678090940084v2.png

  • JohnBright Profile Picture
    115 on at

    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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