How to Use the PDF Options Dialog Box

The PDF Options dialog box lets you determine how reports and documents are exported to PDF format. For example, if most of your reports are exported in landscape orientation, you can set your export default to landscape so you don't have to select this each time you export.

You can export a report directly from a folder, or you can export it while viewing it:
- To export a report directly from a folder: Right-click the report and highlight Run as.
  
  If DHTML is disabled, click the Export icon or PDF icon in the Actions column.
- To export a report while viewing it: Click the name of a report to display it. From the Home menu, select Export.
From the Home menu, select Export, and then select PDF. The PDF Options window opens.
If you are exporting directly from a folder, if the report contains prompts answer them and click Export.
From the Export drop-down, select either Whole report or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.
Determine whether to display headers and footers saved as part of the report settings or use a customized header and footer on all your exported reports.

Also, to access the Header/Footer Editor, select Edit Custom Settings. You can specify what text to print in the left, center, and right portions of the page's header and footer. You can type this text or insert fields specific to the report by choosing from the Insert Auto-text drop-down at the top of the page. For more information on auto-text, see the Document Creation Help.
Click Edit Custom Settings to access the Report Header and specify the text to print in the report header. Type the text in the field or choose auto text from the drop-down in the upper left.
Adjust the amount of the report's content (and thus, the size of the font) that prints on a page from the following scaling options:
- Adjust font to __% of original size: Manually set the percent to adjust the font on a page.
- Fit to __ page(s) wide by __ tall (only visible if PDF printing is disabled): Specify the page measurements to which the contents will be fit.
- Fit to page (only visible if PDF printing is disabled): Specify whether the page is adjusted for All columns, All Rows, or both.
Choose whether to print reports in either Portrait or Landscape format.

You can also create a multi-layout document, which means that each document is placed into its own layout within the same document. This creates a "book" of documents. Each layout functions as a separate document, with its own grouping, page setup, and so on, but the layouts are generated into a single PDF document. The wider layout can be set to display in landscape, while the narrower layout can be set to display in portrait.

To create a multi-layout document, add a layout to a document. For more information on Multi-layout documents, see the Document Creation Help.
Determine whether a cover page is printed and select one of the following to determine which details are printed on a cover page:
- With Filter Details: Print the filter details of a report on a separate page.
- With Report Details: Print the report details of a report on a separate page.
Determine whether the cover page is placed before or after the report.
Click Show advanced options to access the following options:
- Paper size: Select the paper size on which to print a report.
- Margins (Inches): Set the top, left, right and bottom margins. For reports to print correctly, these margin settings, the margin settings in the browser's File menu, and the Page Setup option must match. This is only applicable if PDF printing is disabled. The default values for all of them is 0.75 inches.
- Maximum header/footer size (Inches): Set the size at which the report header and footer can be overwritten. If the header or footer is larger than its maximum size and the report must use the space to display its content, the header or footer is cut off by the report content. If the report does not use the space, the entire header or footer is displayed, regardless of size.
- Embed fonts: Determine if you want to use the original fonts chosen in the Document Editor to display and print the PDF, even on machines that do not have those fonts installed. Selecting this checkbox ensures the portability of the PDF.
Select the Do not prompt me again checkbox if you do not want to be prompted with the Export Option dialog box the next time that you want to export. If you select options that you will use each time you export the report, then you can clear the checkbox to save the settings and not be prompted to answer them again.
Click Export.