Download an instant report PDF

Create a portable report from the same filters.

What this guide covers

Create a portable report from the same filters. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Exact step-by-step process

1. Run and review the report.
2. Select Download PDF.
3. Open the PDF and confirm scope, dates, lines and totals.

Fields, choices and supported possibilities

This action uses the values already stored on the selected source record. Review that record before continuing.

Code-backed validations and workflow rules

• The PDF is a representation of the generated report, not a separate data source.

Expected result and verification

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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