Need to be able to both save custom reports as pdfs easily and also distribute them by email easily

by: Ron P. | over a year ago | Reports / BI

Comments

• For what it's worth, I have no problem making PDFs from Custom Reports via the Preview > Export feature. I also have no issues taking the PDF and emailing it. I do have a name resolution issue if I try to email directly from Preview > export via PDF and MAPI.

  by: John B. | over a year ago

• Custom reports should be visible in Paperless Report Viewer. It's not just a matter of creating the pdf... retaining it is equally important.

  by: Mark K. | over a year ago