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Workflows Can Now Deliver Reports as PDFs

The Screenshot step in workflows can now output report pages as PDFs, in addition to PNG images. Detailed tables and figures are easier to read, and the delivered PDF is ready to use as meeting material or to print.

Timestamps in captures are now also displayed in the Timezone set in the Run Report step. Previously they were displayed in UTC, so you had to convert them yourself to read them in your local time.

Key features

  • PDF in addition to PNG: Choose PNG or PDF under Type in the Screenshot step's Format

  • Paper size and orientation: For PDFs, choose a Paper size (A4 or A3) and an Orientation (Landscape or Portrait). The default is A4 landscape

  • Deliver PDFs by email or Slack: Specify the Screenshot output in an Email step's Attachment or a Slack step's File to deliver the PDF the same way you deliver images today

  • Timestamps in your timezone: Timestamps in captures are displayed in the Run Report step's Timezone, which defaults to your browser's timezone

Example use cases

  • Deliver the weekly sales report as an A4 landscape PDF and hand it out as-is for the management meeting

  • Receive reports with detailed tables as PDFs and zoom in to check every figure

  • Post last month's performance report as a PDF to Slack, ready to print or to use in documents for external partners

  • If your report shows when the data was last updated, make sure that time appears in your local timezone in the delivered PDF

Related documentation

Availability

Workflows are an optional feature and might not be available depending on your contract. Workflows and the Run Report and Screenshot steps are in beta.

The timezone change affects only timestamps in captures. Values such as dates (DATE) are displayed as before. Existing workflows will also display timestamps in the timezone saved in their Run Report step.