Create reports for clients

[diego_ettore]

hi
i looked in many topic but i’d like to ask directly.

i would like to create a report for my clients (bankes); this report is an applicant as you can see in the attachment
i have two question:

1. how may i generate a pdf from my dashboard? it’s not very clear for me
2. i’d like to have two pages report, may i have to build two dashboards and then join the two pdf pages?
   

ps is it possible to make a suffix? for example, i’d like to show after the numbers in view “dati di portafoglio” a “mln”

[Aleksi]

One way to create that Workfow PDF… add an action button to your detail view where you user can trigger it. Check this article and a section " Sending Email from an Action Button"

help.appsheet.com

Workflow

Send Email, SMS or Notifications on Add, Update, or Delete.

[diego_ettore]

Hi aleksi, i’m digging into it
i have some doubt,

1. is possible to create the pdf of the dashboard? i’m not sure about that
2. may i create more pages?

[Aleksi]

#1 - No you can’t create a pdf from the whole Dashboard.
#2 - You could create the template using all tables from the dashboard.