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Export View as PDF Action Flow

You can generate a PDF version of your Studio Views. This allows you to export your Views or their selected parts and share them for reporting purposes within and outside your organization.

This feature is currently available as a Private Preview only

During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.

If you would like to use this feature, create a Support ticket at Celonis Support.

For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types

Before you begin

The Export View as PDF module requires a Reporting Application to connect to the Celonis Platform. This is an OAuth-type of application with a predefined scope, specifically designed for reporting purposes. The application must have USE permissions for the specific View you intend to export.

Creating a Reporting application with the necessary permissions:

  1. Go to Admin & Settings > Applications.

  2. Select Add New Application > Reporting application.

  3. Give the applications a name and description and click Save.

  4. In Studio, next to the View you want to export, select Options (three dots) > Permissions.

  5. Search for the newly created reporting application.

  6. Click + Use to give the application the necessary permissions.

    reporting_application_permissions.png

  7. Click Save.

Creating Export View as PDF Action Flow:

  1. In Studio, go to your package and start editing an existing Action Flow or start a new one by clicking New asset > Action Flow.

  2. Click Add module and from the list select Celonis > Export View as PDF.

  3. Create a connection using the Reporting application. See Creating a Reporting application with the necessary permissions:.

  4. Select the View from which you want to generate the PDF.

    Note

    The list shows only published Views.

  5. Select tabs from your View that you want to include in the PDF.

  6. (optional) Select a bookmark from your View that you want to include in the PDF. Bookmarks allow you to save your user preferences (including filters, selections, and component states) of a View.

    You can only select from bookmarks that have been marked as shared.For more information, see Bookmarks.

  7. Define display settings for your PDF file.

  8. Save your changes, publish the Action Flow and activate it.

Once you run the Action Flow, your PDF report is generated in the form of a binary output. You can immediately use that output in other Action Flow modules to, for example, upload it to a cloud storage or send it as an email attachment. To do so, in respective modules, in the file section, make sure you select the output generated by the Export View as PDF module.