How to Convert Reports to PDF

Created by Dan Fields, Modified on Wed, Apr 26, 2023 at 11:47 AM by Dan Fields

1. Converting a report into a PDF is as simple as can be. Go to the reports tab located in the left menu pane. 




2. Select the report, start and end date as well as the client name. Once you have filled in the filters click on search.




3. Next is to open the report. Do this by clicking on the three buttons under the Actions column labeled view.



4. Once the report is open, click on "PDF" located on the lower right hand side of the screen and the system will automatically convert the report to a PDF format. 

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