Ability to auto-name PDF based on context when exporting from Management Reporting


When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and export it and the name would be "Europe Board Pack May 23" etc, based on a combination of either line items or text inputs. This would help massively for when PDFs are being forwarded on.

1 votes

New · Last Updated

Get Started with Idea Exchange

See our Submission Guidelines and Idea Evaluation Criteria, then start posting your own ideas and showing support for others!