Report Exports

Steps

Use Generate PDF

1. Open Report Exports from the workspace menu. The controls described here belong to this feature; they may be hidden when its app or permission is unavailable.
2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
3. Select Generate PDF. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Workspace ZIP

1. Open Report Exports from the workspace menu. The controls described here belong to this feature; they may be hidden when its app or permission is unavailable.
2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
3. Select Workspace ZIP. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Create Link

1. Open Report Exports from the workspace menu. The controls described here belong to this feature; they may be hidden when its app or permission is unavailable.
2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
3. Select Create Link. Check the current record, recipients, amount or destination before confirming when those values apply.
4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

1. Stay in the same account/workspace and reopen the intended record or result screen.
2. For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
3. For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

Technical reference