Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll,
Available for the following User Access levels: Manager, Admin
The Custom Forms PDF Export feature allows you to generate professional, high-fidelity documents of your analytics with a single click. This tool ensures that your on-screen visualisations, including charts, tables, and metric cards, are captured accurately for easy sharing with leadership and stakeholders.
This article will show you how to manage the following:
- Export a custom form to PDF from the forms list
- Export a custom form to PDF from the individual form view
- Further information
Export a custom form to PDF from the forms list
You can download a PDF version of any custom form directly from your main forms list without opening the individual form.
- Log in to Employment Hero.
- On the left-hand side navigation, click on Compliance.
- Click the Custom Forms icon on the left-hand side menu.
- Locate the custom form card you wish to download.
- Click the 3 dots icon on the form card.
- Select Export to PDF.
- The PDF will automatically download to your device in approximately 3 to 10 seconds.
Helpful Hint
PDF exports initiated from the custom forms list card will always capture the full form data.
Export a custom form to PDF from the individual form view
When viewing an individual custom form, you can export it to reflect your current filter selections.
- Log in to Employment Hero.
- On the left-hand side navigation, click on Compliance.
- Click the Custom Forms icon on the left-hand side menu.
- Click on the specific custom form you want to view.
- Apply any desired filters (e.g., date range or department).
- Click the Export icon in the form toolbar.
- Select Export to PDF.
- The download will begin and a success notification will appear once complete.
Important
Exports from the individual custom form view will include a summary of the active filters applied to the data in the final PDF.
Further information
- Selectable Text: The exported file is a proper document, not a screenshot. You can highlight, copy, and search text using standard viewer commands.
- Visual Fidelity: All charts (bar, line, pie, doughnut, and stacked) render as embedded images with original colours, labels, and proportions.
- Smart Formatting: Data tables utilise smart pagination where headers repeat and rows stay intact without splitting across pages.
- Supported Content: Custom forms support one-click PDF export.
- Form too large: Custom forms containing more than 50 widgets may exceed browser memory limits. If this occurs, reduce the number of widgets or narrow your configuration before retrying.
- No data to export: If your saved configuration or active filters yield no results, the system will provide an error toast instead of downloading an empty file.