Saving reports as PDFs

You can save reports in PDF format. For example, if you work in a regulated industry, you may need to provide PDFs of Helix ALM data to auditors.

Keep in mind that the actions you can perform and items included in reports depend on your security permissions.

Tip:  See Running reports for information about running reports in HTML format.

1. Select to save a report as a PDF. See PDF reports.

The Save Report As PDF dialog box opens.

2. Select the Page size to use for the report.

3. Select the page Orientation.

4. Click Save.

5. Choose a location to save the file in and enter a File name.

The default filename is The default filename is <ReportName> - <CurrentDateTime>.pdf.

6. Click Save.

A progress dialog box is displayed. When running and saving the report is complete, the PDF file is saved in the location you selected.