File name setup

You can customize the naming of the PDF files that are generated when creating reports.

Reports are named after the report name per default. This means that an invoice PDF will be named “Invoice”, and a 12-week Gantt chart will be named “Gantt Chart 12 weeks”.

In order to customize the names, head into the settings and locate Report Filename Setup.

From here, you can search for a specific report and manually edit the file name.

If you click on    in the upper right corner, a list of tags will open.These tags can be used for further customization of the name, for example to include things like invoice number, job number, client name or date.

Notes:

  • You might have to log out and log in again for changes to take effect.
  • This only works in certain browsers.
  • Commas will cut the name short or simply be ignored.
Was this article helpful? Useful Useless 0/0 found this article helpful.