Learn how to print or save reports as PDFs for easy archiving and sharing. This guide covers steps for printing in both the Rad AI Reporting desktop app and the Google Chrome web browser.
In this article:
Prerequisites
You’re assigned a role with the following permissions enabled:
- List Reports
- View Report
- Print Report
Printing reports
- Open a report from a report list.
- The location of the Print button depends on the status of the report:
- If the report has been signed (in ‘finalized’ or ‘preliminary’ status), click Print at the top of the report editor.
- If the report is unsigned (in ‘draft’ or ‘review’ status), click the drop-down arrow next to the Sign button at the top of the report editor—then click Print Report.
- If the report has been signed (in ‘finalized’ or ‘preliminary’ status), click Print at the top of the report editor.
- A dialog window will appear with some print options.
- If using Rad AI Reporting in the Google Chrome web browser:
- To print, set the Destination to your desired printer, configure your print settings, then click Print.
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To save as PDF, set the Destination to Save as PDF, configure your PDF settings, then click Save. You’ll be prompted to choose a location for your PDF file.
💡 For unsigned reports, a prominent callout indicates the report is not finalized.
- To print, set the Destination to your desired printer, configure your print settings, then click Print.
- If using the Rad AI Reporting desktop application in Windows:
- To print, set the Printer to your desired printer, configure your print settings, then click Print.
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To save as PDF, set the Printer to Microsoft Print to PDF, configure your PDF settings, then click Print. You’ll be prompted to choose a location for your PDF file.
⚠️ Currently, it’s not possible to generate a print preview when using the Rad AI Reporting desktop application.
- To print, set the Printer to your desired printer, configure your print settings, then click Print.
- If using Rad AI Reporting in the Google Chrome web browser:
Editing the header display name
Printed reports contain a header on the first page that displays an editable name. By default, your organization name is shown here.
Here’s how to edit the display name:
- Select Admin > System Config from the main navigation menu on the left-hand side.
- Scroll down to Report Printing.
- Under Header Display Name, input the text you’d like shown in the header of printed reports. Your changes will be saved automatically.
Troubleshooting
Why don't I see the "Print Report" button in the report workbench?
Make sure you have the "Print Report" permission enabled for your assigned role. If you don't have this permission, the button is hidden in the report workbench.
Admins can edit user permissions in Admin > Roles > [Select or create a role] > Permissions. See Prerequisites for more information.