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How to create a pdf format for an electronic report?

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Posted on by 113

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. 

  • JohnBright Profile Picture
    JohnBright 113 on at
    RE: How to create a pdf format for an electronic report?

    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.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    RE: How to create a pdf format for an electronic report?

    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

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