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Elevate Your Agents with AgentExchange Solutions
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Report to PDF

Export any report as a branded PDF in one click

Overview

Convert any Salesforce report to a professionally formatted PDF with one click. Supports tabular, summary, and matrix reports with your company logo.

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  • 1. Tabular, Summary, and Matrix reports 2. Custom company logo 3. Landscape or portrait orientation 4. Up to 3 levels of groupings 5. Optional detail rows 6. One-click PDF download 7. Works with existing reports 8. Professional formatting

Convert any report into a professionally formatted PDF document. Select from your existing reports - no need to rebuild report definitions in another tool. Supported report types: - Tabular reports - Summary reports (up to 3 grouping levels) - Matrix reports (row and column groupings) Features: - Add your company logo at the top of each PDF - Choose landscape or portrait orientation - Show or hide detail rows - Optional footer with report name Simply select a report, choose your options, and download. Works with any report you have access to.

Categories

Business Needs
Sales
Productivity
Admin & Developer Tools
Industries
Financial Services
Manufacturing
Professional Services
Personas
Administrator
Consultant
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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