Generate the PDF
A preview, then a PDF ready to send.
Once projects are adjusted, Generate opens the generation options: Preview shows the PDF as it will be, Finalize freezes it.
The PDF carries:
- your company details in the header: name, address, SIREN, VAT;
- the client’s logo;
- the projects with their days, and the retained tasks with their ticket badges;
- the total in days.
While it is a draft, the report can be edited and regenerated. Once finalized, its projects and tasks can no longer be edited; the PDF stays downloadable.
PDF reports are included in the User and User+ plans.