Export PDF report with action

[FabianW]

Hi everyone,

Is it possible to export a report to PDF with an action?
I am trying to make use of the integrated report builder. It would be useful to trigger the ‘export to excel’ button with an integrated action.

If this is not possible it would be great to trigger an Export to pdf ‘project’ via the EasyMorph Launcher.

Kind regards,
Fabian

[dgudkov]

Hi Fabian,

check out these topics:

Automatic PDF generation

Very simple : now it does not seem possible to create PDF reports by the command line. PDF generation seems only manual. The feature would be to add the possibility to launch PDF generation from the command line. Why ? Sometimes users like to have a little more information than the table. They want a title, maybe a text, a legend inside the file they receive

PDF Report - Iteration

Hi - I finally had a use case to use the PDF report but in my use case I’m not seeing where I can run this via an iteration to generate the report for each individual sales rep with their unique data. [image] Example, it appears that you have to hit the Export button and can’t call upon the export. Am I missing something on this one? [image]

[Justin_Grewe]

Are there any plans on the future to expand the pdf generation capabilities? I know it is possible to iterate and call the exe and pass parameters, but having a more user friendly view or action would be nicer. Also, having more formatting options on the report view like alternate color per row, conditional highlight, etc. We produce a ton of paper reports every month per state and at the moment we use php and wkhtml to do it. I would like to switch that whole operation to Easymorph.

[dgudkov]

We're planning to improve PDF report generation in version 5 planned for release in Q1 2021. The reporting capabilities will basically remain the same, however it will be possible to generate a PDF report using a dedicated action.

@Justin_Grewe

Also, having more formatting options on the report view like alternate color per row, conditional highlight, etc.

Note taken. Thank you for the suggestion.

[Bill_Lovell]

Is this available now? or still coming?

[dgudkov]

It’s not available yet. The action is planned for v5 currently planned for release in September.

[dgudkov]

UPDATE

The action for PDF report generation has been canceled. It will remain possible to generate reports from the command line by running EasyMorph Desktop from the command line.

Therefore, with the help of the “Run program” action, an EasyMorph project will be able to run morph.exe and generate a PDF report. Basically, in this case EasyMorph runs itself.

[Justin_Grewe]

This is bad news as we are planning on fully switching all our legacy batch PDF processing capabilities to EasyMorph. I understand the work around. However is this possible in the EasyMorph server environment where we will be automating our workflows daily? It won’t have desktop installed. Also we were really looking to have an improved interface for building out our PDF reports.