Last updated: 2025-12-02
PDF Reports - Bunch Reports
PDF Reports - Bunch Reports
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- Overview
- [Availability
of Reports for Bunching](#MiniTOCBookMark5)
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Overview
Users can provide their clients with documents quickly and efficiently
by "bunching" multiple [PDF
reports](/help/pro/pdf/reports/-/introduction) together with other documents
and opportunity-related
bunch rep
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This feature creates a single PDF file containing all PDF reports and
documents that the user selects. Any opportunity-related correspondence
selected for bunching is printed separately.
Bunch reports can be run for the following record types:
-
Contacts
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Businesses
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Advisors
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Agencies
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Policies
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Pending Cases
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Presale Activities/Proposals
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Investment Accounts
Note: The bunch reporting feature
was built to address a specific SmartOffice customer's needs, but
the feature was made available to all SmartOffice customers. Although
the SmartOffice team can assist customers in getting the most out
of bunch reporting, the feature is currently available on an "as
is" basis; changes to the way it works are not being considered
at this time.
Requirements
Before a user can run bunch reports, an administrator must enable the
Mass PDF Report (Button) user
right on the user's account.
For more information about configuring user rights, see [User
Accounts - Viewing and Editing](/help/pro/user/accounts/-/viewing/and/editing).
Creating a Bunch Report
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Search for a contact,
or one of the other supported record types.
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Tag a record in the search results list, or open one of the
records.
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Select Menu > Reports > Run
Bunch Reports (PDF) to open the Select
a Report to Run dialog box.
-
Tag all appropriate items in each of the following sections:
PDF Report List:
This section lists all of the reports that can be run for this
record. To preview an individual report before deciding whether
to include it in the bunch report, click its name. For information
about how the list of available reports is determined, see [Availability
of Reports for Bunching](/help/pro/pdf/reports/-/bunch/reports#Availability_of_Reports_for_Bunching).
-
Document List: This
section lists PDF documents from the Letters/Documents content
link of the record. Click the name of a document to preview it
before deciding whether to include it in the bunch.
-
Template Administration:
If the contact is linked to an opportunity
whose current stage includes a Letter action, this section lists
the relevant letter templates. Clicking the name of a template
generates that letter immediately.
-
Click the Run button.
SmartOffice generates and displays a single PDF file containing everything
selected in the PDF Report List and Document List. Separately, SmartOffice
also generates any letters selected in the Template Administration
section.
Availability
of Reports for Bunching
In organizations that host their own SmartOffice implementations, an
administrator can control which reports can be bunched by signing into
the System office and selecting or clearing the Click
here to make this report available for Package Reports option in
the report's setup. For more information, see [Report
Setup](/help/pro/pdf/reports/-/report/setup).
In addition, the area of SmartOffice from which the user creates a bunch
report determines which report categories the user can choose from.
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