There are a handful of different report options to choose from, and there are three different ways you can share them with your clients. So, instead of walking you through every report and every variation - let's get one report out the door in the next few minutes.

If you’re not already in your project, click on “Current Project ” in the main menu.

Now that you are in the current project, look to the far left in the project navigation bar. The last option is “Present” – click it open your presentation options.

Make sure you’re in the “Present” section of your project. Everything will be in shades of purple if you’re in the right place.

From here, the first step is to choose the Reports page.

Just under the purple titlebar, look for the tab called "Reports" and click there.

This will pull up all the report options.

For this exercise, we'll choose a plant report for our first report.

Let's choose Plant Details! Click on the button to open the Plant Details report.

This will open up a preview of the report. Here's what it looks like:

At the very top of the page, you'll notice you have two buttons to choose from.

If you want to easily share your report, you can send it as a link to your customer.

When your customer clicks on the link they will see a webpage with the report that looks exactly like the preview you are looking at - without the buttons at the top.

When you click on the "Share" button, this is the screen you'll see. Simply copy the link and send it to your customer!

Take a look at this example: Solis Plant Details

If you want to print out the report or save it as a PDF, click the "Print/PDF" button.

The steps are slightly different depending on if you are using Safari or Chrome.

To save your report as a PDF, first click the green button at the top right of your screen that says “Print/PDF”.

This will open the print settings modal from Chrome. It will look like this:

Print or PDF:

Save as PDF – Select Destination “Save as PDF” from the options.

Print the File – Select Destination “Other” or find your printer from the list of options.

Set Page Orientation/Layout:

From the “Layout” options, you have two choices.

Select Portrait if you want a taller page.

Select Landscape if you want a more horizontal layout (recommended)

Set Page Dimensions and More:

Just underneath “Layout” you will see an option that says “More Settings”, click the arrow to the right of this text to see all additional settings.

It will look like this.

Here are all the settings you can manipulate:

Paper Sizes:

Letter = Standard 8.5 x 11 (Portrait or Landscape)

Tabloid = 11 x 17 (Portrait or Landscape)

We don’t recommend printing or saving a PDF any larger than 11 x 17. This will use an astronomical amount of ink OR it will be massive file size to account for such large imagery. However, if you want to choose a larger page size, you can.

Pages Per Sheet: You should keep this to 1 page per sheet.

Margins: You can play with how much space you want around the edges of your document, but we recommend that you leave it at Default.

Scale: If things aren’t fitting exactly the way you want, you can always change the scale. This will shrink or enlarge the information on the page to better fit the space.

PLEASE NOTE: Make sure the “Print backgrounds” and “Print headers and footers” are UNCHECKED. This will remove the timestamp and other text that appears at the top and bottom of each page.

Once you have everything just the way you like – Click “Save” or “Print” and you are all done!

To print or save your report as a PDF in Safari, you need to use your keyboard shortcuts to pull up the printer settings.

Hold down the Command Button and Click the letter “P” (Command + P)

Here is the print screen you will see (from your computer, tablet or phone will look different):

Print or PDF:

Print the File – Select Printer – If you want to print your file, select your printer in the first step.

Save as PDF – Go to the very bottom of the print screen where it says “PDF” and choose “Save as PDF” from the options. Make sure you set up your dimensions and orientation first.

Set Page Dimensions and More:

Here are all the settings you can manipulate:

Paper Sizes:

US Letter = Standard 8.5 x 11

Tabloid = 11 x 17

We don’t recommend printing or saving a PDF any larger than 11 x 17. This will use an astronomical amount of ink OR it will be massive file size to account for such large imagery. However, if you want to choose a larger page size, you can.

Orientation: Select if you want Portrait or Landscape (we recommend landscape).

Scale: If things aren’t fitting exactly the way you want, you can always change the scale. This will shrink or enlarge the information on the page to better fit the space.

PLEASE NOTE: Make sure the “Print backgrounds” and “Print headers and footers” are UNCHECKED. This will remove the timestamp and other text that appears at the top and bottom of each page.

We recommend that you skip the Paper Handling section.

Once you have everything just the way you like – Click “Print” or select “PDF” at the very bottom of the screen.

Save as PDF – Go to the very bottom of the print screen where it says “PDF” and choose “Save as PDF” from the options.

That’s it! You’ve printed or saved your first report as a PDF.