Saving reports as PDF files

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.

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. Select Show page numbers to include page numbers at the bottom of each page in the PDF.

The current page number and total number of pages are displayed. For example, Page 3 of 50.

5. Set the Margins for pages in the PDF. Values are in inches.

The maximum for the top and bottom margins is 3.2 inches. The maximum for the left and right margins is 2.4 inches.

6. Click Save.

A progress dialog box is displayed. When running and saving the report is complete, the PDF file is downloaded or you are prompted to save it depending on the browser. The default filename is <ReportName> - <CurrentDateTime>.pdf.