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How to export list view and summary view output to a PDF document

Updated on September 20, 2019

Summary

Using the Export to PDF button on a list view or summary view, report users can now export the results of the list or summary view to a PDF document.

 

Suggested Approach

Enabling the Export to PDF button on list view and summary view ruleform

  1. Open your list view or summary view.
  2. Select the Organize tab.
  3. Under the Organize Title section, check the box next to "Export to PDF" link.

  1. Save the list view or summary view.

Enabling the Export to PDF button on list views and summary views in the report wizard

  1. Create a report using the report wizard.
  2. In the End step, specify which buttons display when an operator generates this report, and then click Next.

  1. Click Finish.

To export a list view or summary view as a PDF document

  1. Click Export to PDF. The File Download popup displays.
  2. Click Save to save the PDF document or Open to display the PDF in your web browser.

Tags

Pega Platform 7.1.1 - 7.4 Reporting Financial Services Healthcare and Life Sciences Insurance Communications and Media Government Healthcare and Life Sciences Consumer Services Consumer Services Manufacturing Consumer Services

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