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Status Under Consideration
Created by Guest
Created on Mar 2, 2023

Ability to name a PDF report prior to it downloading

Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks like this:

Cashflow Report - 2023-03-02T125303.796.pdf

No way of telling the client or the range of dates, etc without opening the PDF after download. Being able to pre-name it, helps in organizing files and being able to find the download later if needing to email it to a director or client.

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