How to Create a PDF Report
Following these steps will enable you to create a PDF report, populated by data captured in a CallScripter script. In this example we will create a simple PDF form that contains 3 form fields Title, Forename and Surname.
This example works on the basis that you already have:
1. A script is live.
2. The script contains 3 script fields named Title, Forename and Surname.
3. A PDF file has been created and contains 3 Form Fields that have been named Title, Forename, Surname. For more information on creating a PDF Form, see the Adobe Quick Start Guide.
Steps needed for a PDF report to be generated:
1. Open Report Designer.
2. Double click the customer you wish to create the report inside.
3. Double click the Script you wish to link the report to.
4. Click "Add" and give you new report a name.
5. Change the report type drop down to PDF File.
6. On the report options tab, give your report a filename with the file extension of ".pdf" on the end.
a. Example "My First PDF Report.pdf".
7. Click Save options.
At this stage you have created the Report Options, the next step is to add the script fields into the Report Fields tab.
1. Click the Report Fields tab.
2. Add your 3 fields of Title, Forename and Surname.
3. Click "Set all quotes off" on the bottom left hand pane.
The next step is to upload our PDF template that has been created and contains the 3 form fields for our script to populate.
1. Click the Report options tab.
2. At the bottom of the screen click the "Upload" button.
a.
3. Select "Browse..." as below.
a.
4. A pop up window will display, find the template that you have created using a PDF creator program and that contains the 3 form fields Title, Forename and Surname.
On successful upload of the file you will see that the Upload button now has a Download button next to it.
This mean that the template has been loaded successfully.
You can now run the report from the Report Runner section of the application as per any normal report run.