Redlist provides its users with the ability to create custom PDF report outputs for their forms, which is useful when capturing information required by government agencies or generating external reports for customers. This feature works in tandem with Microsoft Excel, allowing users to take advantage of the software's formatting capabilities, run calculations on data, and utilize pivot tables. To create a customer PDF follow the instructions below.

Step 1: Format an Excel spreadsheet to match the desired PDF output.

Step 2: Add any needed calculations and functionality to the document.

Step 1: Copy identifiers from Redlist to the Excel document by clicking on the copy icon next to the identifier code on a question.

Step 2: Paste that identifier into the location on the Excel document where the answer for that question should be shown.

Step 3: Continue this process until all needed identifiers have been mapped to the Excel document.

If the form is going to be submitted on a job, and the job information needs to be shown on the PDF report, map the job information to the excel document as well

Step 1: Click on "Form Settings" in the form builder.

Step 2: Select "Custom PDF" in the format section.

Step 3: Click the check box next to "Include Job Information" in the Forms Setting Modal.

Step 4: This will open all of the identifiers for the job information that can be copied and mapped to the Excel document.

Step 1: Click on "Form Settings" in the form builder.

Step 2: Select "Custom PDF" in the format section.

Step 3: Click on "Upload File" and select the formatted Excel document.

Step 4: Click "Save."

Now, when this form is submitted, the answers captured in the Redlist form will be mapped to the Excel sheet, any Excel functionality that has been configured will be executed, and then a PDF will be created that matches the format of the Excel document. Note that for instructions on how to use Microsoft Excel, refer to their knowledge base.

​Microsoft Excel Knowledge Base