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This guide describes how to create new PDF templates in the LDB, configure basic settings, and add elements for different areas of the document.
Note: This feature will be explained and activated for you in the "Reports and Report Table Editor" training session.

You can find the PDF Templates for your documents (reports, labels, worksheets, invoices, etc.) under: Navigation bar → Settings → PDF templates.

Create a new PDF template

Click on_ + Create PDF template_ to save a new PDF template.

Now you can set the basic settings for your document. Give the PDF template a unique name, as this will be displayed when creating the document (e.g., test report).
By selecting the option in the Type field, you specify the data types for which this template is valid and usable. (Report, Invoice, Offer, Label, etc.)
Then, enter the desired page margins, font settings, and paper size (standard is DIN A4).

After saving these basic settings, you can populate this new template with data.

Edit PDF template

Edit this template now by clicking on edit.

Now you can add elements in the lower section. The elements are divided into three appearance locations:

• First page e.g.: address, order data, cover page
  • These elements also appear outside the upper fixed frame but within the lower fixed frame (except images).
• Every page e.g.: header, footer, page numbering, logo
  • These elements should be placed within the fixed frame area as they repeat on every page.
• After main part e.g.: end of test report, reproduction notice, signature
  • These elements should always be relative to the last element (main part) and are only displayed within the fixed frame.
• After image attachment e.g.: footer, disclaimer
  • These elements overlay attachments like images, PDFs, etc., to display a disclaimer on the attachments, for example.

Continue with Create design elements.

Deactivate PDF template

You can hide templates that are not needed for use.
To do this, click on edit for the relevant template and then save the type Deactivated.

Report templates

The content of a report or report template is divided into static and dynamic content.

• Dynamically inserted data such as customer address, sample master data, units, and analysis results change with each sample and are located in the middle section of the report template. Here, for example, analysis results relating to accreditations and outsourcing are marked with an asterisk. This data is displayed using variables and tables from the report table editor.
  See also: Create/ edit/ delete a report table, Integrate report tables into design template
• Static content is typically located in the header and footer of the report template. Logos, accreditation details, bank details, etc. appear as static content in the header and footer of the report template. This data is displayed via design elements in the PDF templates. Here too, conditions can be queried and used to control design elements by means of variables.

It also makes sense to decide whether multiple report variants are useful.

• Can differences between reports on dynamically displayed report tables and variables be implemented, or are separate PDF templates required for this? If multiple PDF templates are used, higher maintenance costs may be incurred if, for example, the logo needs to be replaced.
• Is this a general report that can be used for the majority of customers/analyses, or is it a special report?

Once a report template has been completed, you can use the template to create reports. (see instructions: Create report)