Print and export
Reports & Documents
Central place for operational documents, PDF printing, and Excel downloads.
Templates
16
Exports today
31
Demo data. Create, edit, delete, print, and download remain disabled until the module Web API workflow and permissions are connected.
Workflow queue
Demo data| Step | Owner | Status | Document |
|---|---|---|---|
| Document templates | Reports & Documents team | Ready | PDF / Excel |
| PDF forms | Reports & Documents team | Ready | PDF / Excel |
| Excel exports | Reports & Documents team | Ready | PDF / Excel |
| Archive lookup | Reports & Documents team | Ready | PDF / Excel |
Available actions
- Create templatePermission required
- Edit documentPermission required
- Print PDFPermission required
- Download ExcelPermission required