Custom Print Report

You can export records into custom PDF, Word, or PNG formats in Ragic. For example, export "Sales Orders" into the PDF format your company usually uses.

Creating the Template

In the Form Page, select Custom Print Report from the Tools.

Alternatively, choose Custom Print Report from the Creating Reports step.

Follow the steps below to create a template.

1. Downloading the Template

Click Download to get the default template for the sheet.

2. Modifying and Uploading the Template

Edit the template to the desired layout or add/remove fields as needed. Refer to this section for modification guidelines.

You can refer to the Field Value Syntax Reference at the bottom of the settings page for field parameters. Clicking a field’s syntax will copy the parameter for quick pasting into your template.

Note: The syntax for independent fields and Subtable fields is different.

Independent Fields:

Subtable:

Upload the modified template.

You can preview it in the Preview window on the right.

3. Configuring the Report

Name the Report: In the top left corner, you can change the report name. Since there can be multiple versions of Custom Print Reports, use a simple and clear name for easy identification.

File Format: In the top right corner, choose the file format for download. You can download the report as a PDF, PNG image, or Word document.

Access Rights: Click the gear icon next to Save to set which groups can use this report.

Referenced Field for File Name: Click the gear icon next to Save to specify which field in the sheet should be used to name the downloaded file.

4. Saving the Report

After completing all the settings, click Save to start using the Custom Print Report.

You can save different Custom Print Reports with various settings. Saved reports can be found in the tabs at the top of the page, where you can update the uploaded template or adjust other settings. Remember to save your changes before clicking the X in the top right corner to exit the page.

You can also Delete saved reports.

Downloading Custom Print Report

After saving, go to the Form Page of the record you want to print. In the lower right corner, an action button for the saved Custom Print Report will appear. Click the button to start downloading the file.

Limitations and Notes

1. Currently, only the Form Page format is available. To download the Listing Page format, please refer to the Mail Merge.

2. When a sheet has too many fields and the width is excessive, the downloaded template may not show fields that extend beyond the page. Please refer to the Field Value Syntax Reference to add fields to the template.

3. The downloaded template will automatically place Subtable fields at the bottom. If you want to change the location of Subtables, you need to adjust them manually. Please ensure that different Subtables are not placed in the same row, which may cause issues when printing the report.

4. Currently, Image Upload, File Upload, Barcode fields, and fields using BBCodes cannot be displayed in the downloaded file.

5. The provided file formats do not support Excel. If needed, refer to Download as Excel or Mail Merge.

6. Currently, only all Subtable data can be printed; it is not possible to print only filtered Subtable data.