Report Actions › Convert to PDF › Email and Save

Email and Save

When saving a report or sending it by email, text reports can automatically be converted to PDF reports. Depending on the purpose of this Role, you may want to convert all saved and emailed reports to PDF, or leave them as text. Additionally, you can leave that option up to the user, to decide when they save or send by email.

Follow these steps:

1. Select the Properties Tab.
2. Find the Report Actions section.
3. Select the Report Action you want to update (Email and Save Only).
4. Select one of the following:
   • Keep As Text
   • Convert To PDF
   • User Choice (Text or PDF)