Last updated: 2025-12-02
PDF Reports - Running PDF Reports
PDF Reports - Running PDF Reports
)
The link for this help topic is:
](javascript:void(0);)
PDF reports can be run
from the specific SmartOffice module that they relate to (e.g., SmartPolicies,
SmartInvestments) or
from the [contacts
module](/help/pro/contacts/and/businesses/-/introduction). For example, reports in the Account Master category can be
run from either an investment account record or a contact record.
pdf reports
Contact Reports](https://help.smartofficecrm.com/movies/sopro/contact_reports_flash/contact_reports.html)
a Phone Report](https://help.smartofficecrm.com/movies/sopro/phone_list_flash/phone_list.html)
Most PDF reports can be run from the contacts module. However, some
reports are available only from the modules they relate to.
Tip: Multiple reports can be grouped
and run as a package. For more information, see [Report
Packages](/help/pro/pdf/reports/-/report/packages).
To run a PDF report:
-
Select one or more records (e.g., contacts, policies, investment
accounts) in a list, or open a record.
-
Select Menu > Reports > Run
Reports (PDF) to open the Select
a Report to Run dialog box.
-
(Optional) To narrow down the list of reports, select a category
from the Report Category drop-down
list. SmartOffice will list only the reports in that category, with
the most frequently used reports at the top.
-
Click a report's name to run it. If a report options dialog
box opens:
Review the options to ensure that the report layout and
content is acceptable ([learn
more about report options](/help/pro/pdf/reports/-/report/options)).
-
Make any necessary changes.
-
(Optional) Click the Save Settings
button to save a copy of the report with the selected options
(see the tip below for more information).
-
Click the OK button.
Tip: Any changes made to the default
report options are discarded after the report is generated unless
the user selects the Save Settings
option in the report options dialog box. Selecting that option
saves a copy of the report with those customized options for future
use, and the customized report will be available from the Select a Report to Run dialog
box.
Note that, if the user saved settings for a report previously,
that saved version of the report will be overwritten with the
new saved version.
When the user saves report options, it is also recommended that
the user edit the Keywords field to distinguish the customized
report from the system default report. The text in that field
displays in the right column of the Select
a Report to Run dialog box.
Once the report is generated, it opens in a new window.
Use the buttons across the top of the report to print it, save it or send
it by e-mail. Many SmartOffice users like to save generated PDF reports
to the [Letters/Documents
content link](/help/pro/contacts/and/businesses/-/letters/documents/content/link) of the relevant contact record for future reference.
This can be done in one of two ways:
-
Save reports to the local computer,
and then [manually post the reports from Windows
to the contact's record](https://help.smartofficecrm.com/msplugin/help/en/index.htm#adding_and_deleting_documents.htm).
-
Let SmartOffice post saved reports
automatically using the Folder Watch utility.
](javascript:void(0);)