Generating PDF reports

Unifize enables users to generate and download professional, printable PDF reports from checklist data, including structured text, tables, and embedded images. These reports can be tailored to meet branding and formatting needs through custom templates configured with support from the Unifize team.

---

How to Use

1. Requesting Custom PDF Templates

To set up a custom PDF report template:

• Contact Unifize Support with:

  • The checklist or process the report is for

  • Required layout (e.g. tables, sections, headers)

  • Branding elements (e.g. logo, footer text)

• The support team will work with you to design and implement the template.

• Once finalized, the template is made available in your workspace.

---

2. Generating PDFs with Custom Templates

After your template is set up:

• Open the relevant checklist.

• Click the Generate PDF button.

• If there are multiple layouts to choose from, select the most appropriate one.

• Unifize generates a formatted PDF based on the checklist data.

Example Output:

---

Best Practices

• Define layout expectations clearly when requesting a template.

• Include consistent branding like logos, fonts, and document titles.

• Use PDF stitching for final reports that include attachments or reference documents.

• Test outputs regularly with sample checklists to validate formatting.

---

Unifize’s custom PDF reporting gives teams a flexible way to generate professional documentation directly from their process checklists. By collaborating with the support team, you can create templates that reflect your process needs and visual identity. PDF stitching offers additional convenience for bundling related documentation.