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PDF reports now include dynamic references

To maintain transparency and present a credible value story, it’s important to offer easy access to your sources. That’s why earlier updates to the platform have included reference management, reference styling and reference lists.

Our latest release builds on this suite of features by making it easier to include and maintain references in your PDF reports.

A PDF report is a convenient way for your clients to download a summary of your presentation, or receive it in an email. Reports are designed using the documents editor.

To add references to a report, simply include this tag in the text panel:


As the below example illustrates, this will populate the PDF report with the complete list of references in your app.

The data is taken directly from the References editor, so you can update your references at any time, and your PDF reports will automatically display the correct information.

To include dynamic references in your PDF report, open the documents editor [1] and insert the tag in the text panel [2]. A preview of how references will appear is shown on the right [3]