How to Export PDF Copy of Unit Report Page

The description contains prerequisites and a step-by-step instruction.

There are two requirements you need to follow to succeed in the PDF export:

Use one of the following browsers: Google Chrome, Safari.
At PDF configuration, be vigilant to not forget to select the Background Graphics check box on the Print menu.

Be prepared to select the Background Graphics check box to display color status icons in the PDF report. Otherwise they are not displayed.

This sub-section contains the step-by-step procedure for a Project or Stream unit page.

To export PDF:

Go to a unit Summary page, and then click Export → Unit Summary to PDF. The Print dialog box opens.

2. On the Print dialog box, select one of the two available options:

• Save as PDF.

• Print <your default printer> - for the printed copy.

3. Select the Background Graphics check box.

4. Click Save. The system generates and then downloads the PDF report.

How to Export DOCX Report for Entire Unit

This section describes how to get a DOCX report for the entire Project or Stream unit.

The entire unit report contains the following sections with detailed information:

To export DOCX report for the entire unit:

Go to a unit Summary page, and then click Export → Report to DOCX.
The system downloads the required DOCX report.

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