# Actions

## Define actions

Define what should happen with the report? By default, all reports are automatically saved in the list of reports under "More".

<figure><img src="https://1390058080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF9ADBOi8Mmb40b5fAD2l%2Fuploads%2FOQFdyC9faY2G9u2Pfdvs%2FPDFReportGenerator_Actions.png?alt=media&#x26;token=970c2da0-531f-4dab-bac5-1f74ff0f63b8" alt="" width="375"><figcaption></figcaption></figure>

### **Send via email to user who generates the report**

Send the PDF to the user who generated the report via email.

### **Send via email to email address(es) in column**

Send the report to email address(es) found in a "People" or "Email" column in your board.

### **Send via email to email address(es)**

Send the report to others via email by adding one or more email addresses, separated by semicolon.\
(e.g. <hello@company.com>; <tom@company.com>)&#x20;

### **Save to file column (Single Item only)**

If you are creating a report for a single item, you can also file the document to a specific column in your table.\
To do this, select an existing column (type “Files”) in your table or create a new column (type “Files”) in advance.

<div><figure><img src="https://content.gitbook.com/content/F9ADBOi8Mmb40b5fAD2l/blobs/iORPCYSm2zvX4aqcn5d9/DocExport_FiletoColumn.png" alt=""><figcaption></figcaption></figure> <figure><img src="https://1390058080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF9ADBOi8Mmb40b5fAD2l%2Fuploads%2FgNlZ0h373omQ2KNivpwr%2FPDFReportGenerator_SaveToFileColumn.png?alt=media&#x26;token=d149deea-1392-4a63-aca8-3507dfa2502e" alt=""><figcaption></figcaption></figure></div>

### **More settings**

1. **File name:** Enter a file name. If no name is entered, the name of the report/template is used. You can also use placeholders in the file name, e.g. Project report {{Today}}. This way the date will always be added to your file name.
2. **File format:** Define whether you want to download/send/save the report as PDF or .docx file.

## Execute actions

Once you have defined your actions, you have two options: execute them immediately or create an automation for them.

### **Execute actions now**

If you choose this option and, for example, have defined that your report should be sent via email to the user who created it, the report will now be sent **once**.

### **Setup automation**

If you want to use your report along with the defined actions more frequently, you can create an automation. This allows you to generate, for example, a **weekly report** and automatically send it to the specified email addresses. It is helpful to give your template a unique name, as this will also be the name of your automation recipe.

In the next step, you will need to set up an [**automation**.](https://help.pdfreportgenerator.com/automations)

1. Click on Integrate.

<figure><img src="https://content.gitbook.com/content/F9ADBOi8Mmb40b5fAD2l/blobs/TXdarogbnN22Dtn0kCrm/DocExport_Integrate.png" alt="" width="375"><figcaption></figcaption></figure>

2. Search for "PDF Report Generator" and select it.
3. Select one of the integration recipes, that suits your case.\
   Learn more about [automations here.](https://help.pdfreportgenerator.com/automations)
4. Fill in the parameters.
5. Add the integration to your board. If you now change the status, click on a specific button or a certain date is reached, a document will automatically be created.