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Answered

customize the attach as pdf button to add custom reports

Posted on by 465
Hi Community,
 
Is possible to customize /the attach as pdf button/ to add custom reports?
 
when I select my custom report and attached it.
 
If you know how, please let me know.
 
Thank you
 
 
  • Verified answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,203 Super User 2024 Season 1 on at
    customize the attach as pdf button to add custom reports
    Yes, you can update it in the report selection option... don't know what's your report.. but If we take the example of the sales quote report.. then you'll have to go to the report selection, and select your custom report from the available options.
    Once you have selected your custom report, click on the action "Attach as PDF"..
    This will open your custom report, allowing you to view and generate it as a PDF.
    Regards

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