Setup guide

1. Install

Install the Report PDF Studio package in your org (sandbox first is recommended). Supported editions: Enterprise, Unlimited, Performance and Developer (editions with Apex and the Reports API).

2. Give access

• Report PDF Studio User permission set — for people who print reports. They also need the standard Run Reports permission and access to the report folders.
• Report PDF Studio Admin permission set — for admins: branding profiles, settings, all jobs and schedules.

3. Set up branding (admins)

Open the Report PDF Studio app → Settings tab:

1. Create a branding profile: page size (Letter, Legal, A4, A3, Tabloid), orientation, header text, footer text, accent color, font, row limit, which sections to print, and Default profile.
2. Upload a logo (PNG, JPG or GIF) to the profile.
3. In Org settings, set the maximum rows, retries, allowed email domains, and whether to use the chart renderer for pie, donut and line charts.

4. Print a report

• Report PDF Studio → Render PDF: pick a report, change filters, then Preview, Generate PDF or Email PDF.
• Utility bar → Report to PDF: open any report in Lightning; the utility picks it up — print it in one click. Add the Report to PDF (utility) component to the utility bar of your other apps in App Manager.
• Link: /lightning/n/RPS_Report_PDF_Studio?c__reportId=<report Id> opens the studio with a report selected.
• Flow: use the action Render Report to PDF (category Report PDF Studio).

5. Schedules

Schedules → New schedule: pick the report and filters, frequency, hour and recipients, and activate. The schedule runs as you, with your access.

What is printed