ReportR: Create your first PDF
This feature is included in the ReportR plan. Contact us for more information.
Let respondents download a personalized PDF report directly after taking your questionnaire. A winning way to increase engagement and a powerful tool to generate more conversions.
But how do you get started?
This guide will tell you how to set up your first PDF from A to Z.
What does this new PDF functionality do?
Just like you can show your respondents a customized outcome screen or send a follow-up email based on results, the PDF feature will formulate a personalized report for your respondent, with customized advice, feedback, tips or any other content that you have set up, all based on their questionnaire answers.
Here's an example of how a generated PDF report could look like:
There's no limit of ways when this can be useful:
- Generate a PDF report after answering a management assessment, and include praise when the respondent is doing well and advice for improving management style.
- Offer customized marketing tips after the respondent has answered a marketing questionnaire.
- Promote relevant goods and services with a customized PDF report generated after taking a lead generation quiz.
Sounds amazing! Want to know more? Keep reading and find out you can add this feature today!
What we will cover in this guide:
1 How to build your PDF
Now you know what the PDF generator does, let's get started.
Now head over to view responses, by either clicking on the Responses icon from the Home screen, or click on the Results tab in the questionnaire editor.
Now you'll see the tab PDF. Click on it and let's begin! Click Create PDF and you're on the way. Note that you can only build one PDF per dashboard.
Here's what you'll see next.
We'll go through each of the stages to build your perfect PDF report.
1.2 Design Settings
1.1 General Settings
Click the arrow next to General Settings to view all the settings that you can change.
- Template Name - the template name will show in the tab when you open the PDF in a browser.
- PDF filename - choose what the PDF file will be called when it is downloaded. Click on Variables to add more variables to the name, or to change the variable to be used in the file name.
- Page Numbers - toggle to Show page numbers at the bottom of each page of the PDF.
Don't forget to periodically click Save PDF so your changes will be saved. Now let's see what's next.
1.2 Design Settings
Here you can set the color scheme, font and font sizes to create a PDF just the way you want it.
- Primary color - choose the primary color which will be used in the header and footer of the PDF report. Click on the pencil icon to choose your perfect shade!
- Secondary color - use the pencil icon to choose the secondary color to be used in the report. This color will be used for the cover page border.
- Page Margins - adjust the page margins by using the arrows to increase or decrease margin size. Margins will be the same on all pages including the cover page.
- Font - simply click the arrow and scroll down the list to select the font you want.
- Font Sizes - you can change the font sizes by clicking on the number and using the arrows that appear, or type the font size in yourself. Once you're typing text in the PDF editor, the sizes (small, medium etc.) will be the font sizes you have set here.
Adding Custom CSS is an option for the Enterprise and ReportR plan only.
Custom CSS allows you to change other elements of your design (eg. make answers larger, make buttons out of links, etc.) which are not included in the Design tab.
Make a CSS or Text-file with the changes you want, and upload it by clicking Upload CSS.
1.3 Header and Footer
Each page of your report can have a header and footer if you want. Type your own text and format it using the Rich Text Editor icons. With the default header layout, you should use 40 characters or less. For the footer, you can use up to 50 characters.
If you prefer not to have a header and footer, delete the text that appears automatically in the text boxes and leave the boxes empty.
1.4 Cover page
The next part of the PDF that you can customize is the cover page. Choose what should be written at the top and bottom of the page. You can also upload your company logo or any image you want to use to complete the professional look.
This is the first page respondents will see so make it look polished and of course, no typos!
- Show cover page - toggle to make the cover page Active if you want a cover page created for each report.
- Top section (above the logo) - type your text here for the top part of the cover page. Learn how to use the editor icons to upgrade the look of your text.
- Update logo - if you've already uploaded a logo in the Design tab, it will appear here. You can update it if you want by clicking Update logo, otherwise upload a logo if you haven't done so yet. The maximum logo width is approximately 700 pixels, any image larger than this will be automatically resized.
- Bottom section (underneath the logo) - edit the text that you want to appear at the bottom of the cover page, and use the rich text editor icons to get the right look.
2 Add sections
Click Add section to start adding the sections that you can customize to create your fully personalized PDF report for each respondent.
Here's where the fun begins!
You'll have a number of different widgets, different formats of content that you can choose to add to build your report. Choose the widget you want and click Add widget.
Each section will be added one after the other on the page. Click Test PDF as you go along to see how it's looking.
The first few options of each widget are the same, so we'll look at them now, and then look at each widget in detail.
- Click the arrow to hide the widget when you're not currently editing it.
- This is the widget number. You can always change the order of your widgets by choosing a different widget number.
- Reusing your PDF for multiple audiences? If the widget is not relevant for your current respondents, easily switch the active button to inactive or vice versa. Click the copy icon to make a copy of the entire widget you've made and click the X to delete the widget.
- You can name each of the widgets. This name will only be shown in the PDF builder and respondents will not see the name.
There are nine widgets you can add at the moment, but keep your eyes peeled, more will be coming in the future.
Click on a widget name to go to the guide and learn how to add amazing personalized charts and content.
3 Share your PDF
Once you've got your PDF looking just right, it's time to share it with the world (or the chosen few!). Share settings is the final section. Toggle the button to activate the PDF template and click on Copy so you'll have the link to provide for downloading the report.
Use the button on the final screen to allow respondents to access their personalized report, like in the example below:
To do this, save the PDF and then head back to the questionnaire editor. In the final screen message, you can toggle to add a download button to the final screen.
Now you can edit the download button label as well as paste the download link you have copied from the PDF share settings. Note that the download button label cannot exceed 20 characters.
Alternatively you can send the share link to respondents in a follow-up email after they have completed the questionnaire.
Previewing your PDF
To download a test version of the PDF template we will require at least one response to be created for the survey.
The test PDF will always be created based on the last response on the survey.
Now you're good to go! Wow your respondents and be amazed with the results!