When the associated actions are completed, you may want to update this information in the report. Now you can reset the PDF report to get the latest data.
To reset the PDF report, please follow the steps below:
Go to the Monitor Portal and open the closed form for which you want to reset the PDF report. In this example, we’ll reset the PDF report for an audit.
Click on the cog icon and select "Reset PDF".
Then the report will be reset to the latest version.
⚠️Please note
Only Admin users can reset the PDF report.
Admin users can reset check PDF reports that were generated within 3 months and reset PDF reports for other events (e.g., records, requests, actions, audits) that are closed within 6 months.
☺️ Have questions or need support? Reach out to us at email. We're here to help!