Where do I set my default PDF templates?

There are two types of PDF reports you can customize on PRT:

• PDF reports downloaded from the site.

• PDF reports attached to automated email reports or downloaded from shared reports.


Click Here to read how to customize the templates.

After you have customized templates, to set which templates will be used by default on each PDF Report type, go to PRT Settings from the Settings icon, at top right, and scroll down to Reports.

From the drop-down menus you can select which template will be used for Default downloaded PDF template, and which template will be used for Default Email attached PDF template

Click Save when done.