PDF Report Generator
PDF Report Generator V1
PDF Report Generator V2PDF Report Generator V1
PDF Report Generator V1
PDF Report Generator V2PDF Report Generator V1
  • Welcome
  • Installation
    • Report Generator Version 2
  • Create Report
    • Report Builder
    • Board Print
  • Create Template
    • Placeholder Directory
    • Charts
    • Colors
    • Custom Fonts
    • Format Date & Time
    • Format Numbers
    • Formulas
    • Item Updates
    • Items from other boards
    • Mirror Columns
    • Numbering
    • Subitem Table
  • Generate Report
    • Board Level Filter
  • Automations
  • Charts
  • Tables
Powered by GitBook
On this page
  • Which Version am I currently using?
  • How to upgrade to Version 2
  • Version 2 Enhancements
  1. Installation

Report Generator Version 2

You're in the Helpcenter for Version 1 of our app! Version 2 is now available with enhanced features and a new user interface. 🎉

PreviousInstallationNextCreate Report

Last updated 3 days ago

Which Version am I currently using?

It's simple! The app's start screen immediately tells you which version you're using. When you open the app, what does it look like?

How to upgrade to Version 2

Since you already have the PDF Report Generator app installed, you can easily add Version 2 as a new Board View and start using it.

  1. Add a board view and go to "Explore More Apps"

  2. Open up "Installed Apps"

  3. Add Report Generator V2 to your board.

Version 2 Enhancements

With Version 2, we’ve introduced major improvements, including:

  • Intuitive Report Builder - Create fully customized reports without a template.

  • Full UX/UI Revamp - A streamlined experience designed for speed and ease of use.

  • Instant Preview - See exactly how your report will look before finalizing and downloading it.

  • Less manual work - The app automatically detects whether you're creating an Item or Board-Level document, maps your columns for you, and lets you download your document in just a few clicks without having to follow the step-by-step assistent.

Cover

Version 1

Name: Report Generator

Start: Board or Item-Level Document

Cover

Version 2

Name: Report Generator V2

Start: Direct preview of the report