How to Export PDF Copy of Unit Report Page

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

Prerequisites

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. 

  
  

Export PDF 

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

To export PDF:

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

Fig. 1.....Summary page: The Export menu

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

    • Save as PDF.

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

   Fig. 2.....Print dialog box: Mandatory settings
   
   
   
2. Select the Background Graphics check box.
3. 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:

1. Overall status
2. Sub-statuses 
3. Issues
4. Risks
5. Milestones

To export DOCX report for the entire unit:

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