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Word & PDF Export > How to adjust Professional Report PDF Export to your needs

After successful creation of your online dashboard (Professional Report), you may also want to customize its PDF export.

This article presents currently available settings to customize the Word and PDF report exports to your needs.

Step 1: Adjust Word template file

Word and PDF report exports are generated using Word template files. All default text styles, table styles, spacing, title pages, header and footer of the document are controlled by that file.

Learn more about our Word template files and how to adjust them here.

Complete video tutorial

Professional Report Word & PDF export settings available to adjust:

1. Share Tab sidebar settings

  • Page orientation. Decide if export content should be presented in landscape or portrait mode. This setting does not affect introductory pages present in Word template file, if needed, they need to be changed manually directly in Word template file.
  • Content Columns. This setting allows to control how content is divided in the export file:
    • One column: every report element will be placed in a separate row, taking 100% width of the page
    • Multiple columns (auto): report elements will be divided into columns, in a similar way as they appear in the online report. Column widths will be automatically calculated, based on slot width settings.
  • Template file. Select custom Word template file for this report export.

2. Layout row settings

  • Page break after this layout row. Forces page break in report export after the last slot in this layout row.
  • Custom page orientation and columns. Allows to overwrite global report settings from “share report” tab, plus offers one more content columns setting:
    • Multiple columns (manual): Slots with user defined width value will be placed in columns according to the specified width. Slots without width value will be placed each in separate, full width row.

3. Slot settings

  • Exclude slot from file export. When selected, slot will be ignored in all export formats.
  • Render chart as image in exports. This setting relates only to Word and PowerPoint exports (because charts are always exported as images in PDF export). When unselected, basic charts will be exported as native charts in Word and PowerPoint exports, so that they can be further modified after export if needed.

4. Page settings

  • Availability in report / export types. These settings control, which pages are “visible” for which types of exports. This allows you to e.g. exclude from pdf export report page with raw data tables, or create duplicate pages for different types of exports and control them independently (see Step 4 below).

Step 3: Adjust report content (text fields, charts, tables, etc.)

Almost all changes made to online report version also affect its PDF export. This allows you to make small adjustments to different content elements, so that they look as expected both in online and export versions:

  • Text fields.
    • All styling added in online report text fields with Rich Text Editor will also be visible in PDF export. You can easily make any text in the report bigger / smaller / bold / different color just by using RTE possibilities.
  • Charts.
    • You can adjust chart texts using RTE. Example: make value labels bigger by going to chart series > custom value label > text field RTE > set font size for value label placeholder.
    • You can adjust chart dimensions (esp. height and margins), axis settings, etc,
  • Tables.
    • You can adjust each column width by using “set custom column width” column setting.
    • To adjust table style in export (cell margins, text size & spacing, header row color, etc.), this is not controlled by online report settings, you need to modify related table style in Word template file.
  • Slots.
    • You can adjust slot widths, if you are using multi-column report export setting.
    • Using / not using slot footer, etc.

(Optional) Step 4: Duplicate report pages and their content and optimize it only for export

Sometimes you need a perfect PDF export and it is not possible to adjust report content so that it looks good both online and in the export.

In that case you can create two independent report versions “living” together:

  • Create duplicated versions of your report pages and their content (duplicated pages, charts and tables that need further optimization for exports)
  • Set original pages to be visible only in online version
  • Set duplicated pages to be visible only in Word & PDF exports
  • Adjust duplicated content purely for PDF export purpose, without worrying how it looks online

This scenario requires more time investment for report creation and its maintenance, however it allows for full PDF export adjustments flexibility, without affecting your online report appearance at all.

You may e.g. present specific data with table instead of chart. Or make chart value labels super large, so that they are still nicely visible after chart is downsized in the export. Or add / remove next lines wherever you need. Anything is possible, to make your PDF export exactly like you need it.

Additional information

Word template file vs Professional Report settings: what is controlled where

Controlled by Word template fileControlled by Professional Report settings
– Default text and table styles, such as fonts, colors, spacing, etc., if no styles defined in RTE (Rich Text Editor)
– Introductory pages content and style (title page, summary information, table of contents)
– Landscape / portrait orientation of introductory pages
– Header and footer
– Custom content style defined in RTE
(Rich Text Editor)
– Content in columns (one or multiple)
– Landscape / portrait orientation of all content pages
– Page breaks
– Sizes of charts
– Tables column widths

There is one difference between Word and PDF Report exports: charts export

  • Charts in PDF export:
    • All charts are always exported as images, with the same look & feel as in the online report
  • Charts in Word export:
    • Simple charts (bars, columns, pie, line, area) are exported as Word native charts, possible to be further modified directly in MS Word. Chart colors are taken from the Word template file theme colors, unless:
      • you specified custom colors for this chart in online report.
      • you selected report’s slot setting: “Render chart as image in file export”
    • Complex charts (spider, gauge, wordcloud, combo charts) are always exported as images, with same look & feel as in the online report.
Updated on July 2, 2024
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