Generate document task

A generate document task automates creation of PDF documents for a report or dashboard identical to those generated by a PDF export.

Settings tab

There are three sections on the Settings tab: Source, Transformation, and Destination. The fields available in each of these sections depend on the source and destination you choose on the Execution tab:

Section Field and Description

A Report or a Dashboard.

  • Directory: The location of the file. The directory must be created in Administration > Folder. See Server-side resources and folders.
  • File: The name of the source file included in the Directory specified above. The file can have personalized fields.

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