Any report in the Manage Clients Dashboard can be exported to a PDF and downloaded as needed, provided your user has the correct data entitlements. When exporting, you can choose the layout of the page (landscape or portrait) and which columns of data to include.

Exporting a Report to PDF

1. Navigate to the Manage Clients dashboard (Manage Clients > Dashboard).
2. Use the search and filter options to locate the report you need to export in the Custom Reports list.
3. Click the report to open it.
4. Click Export > PDF in the upper-right. The PDF Export settings page opens.

5. Set your export options. Click Preview Changes after adjusting any options to update the report preview.
Note: The preview window does not show the full report, just a sample set of data to give you an idea of how the formatting will display.
• Include report title: Print or hide the title of the report on the upper left of the first page. Optionally you can change the printed title using the text box beneath the setting.
• Include company logo: Enable or disable the display of your company logo on the upper right of the first page of the report. Your company logo image is automatically pulled from your firm profile settings.
• Include page numbers: Enable or disable page numbering on the bottom right corner of each report page.
• Page Format > Orientation: Choose to display the report in Landscape or Portrait orientation. The Orientation determines how many columns of data you can include in the report.
6. The export settings page automatically selects default columns to include in the report. You can use the Columns drop-down section to override these selections to choose your preferred columns and column order. Reports are limited to 8 columns in Landscape and 6 columns in Portrait. Click Preview Changes after adjusting any options to update the report preview.
• Click to remove a column from the Columns to export box. (Any column with a must be included in the report and cannot be moved or removed.)
• Click and drag to rearrange columns within the box.
• If you are not at your column limit, use the checkboxes in the Available columns to add box to select new columns to include. Click Add Selected Columns after making your selection. The columns are added to the Columns to export box.
• To revert any changes made back to the default column selections, click RESET on the Columns to export box.
7. Once you have set all your export settings, click EXPORT in the upper right.

A new notification pop-up appears in the bottom right of the screen, informing you of the report generation process. This pop-up persists if you navigate to other pages in the system, so you can continue to work elsewhere while the report is prepared.

When the file is prepared, click Download in the pop-up to receive your file. This file remains available for 24 hours after the request is completed.