CEOs have asked us, “Why isn’t there an easy way to create a colorful report (while in brainstorming sessions) that we can forward to others in our organization? With the PDF Export feature, you can do just that! A single click provides you with data and charts in an attractive, full-color format that’s ready to print and distribute to a credit union board and management staff.
Use the PDF Export feature to generate a high-quality PDF summary of the dashboard contents including charts and graphs, including Virtual Analytics Tools (VAT), ready to present to your Board or other team members.
This feature has been added to many dashboards and related screens in CU*BASE.
Just click a new PDF icon (to the left of the existing Excel export icon) and CU*BASE will create a PDF in Adobe format containing all the data, chart, and graphs you see on the screen. (You must first purchase and install the licensed iText software on your computer.)
Credit unions need to purchase licenses and install a third-party PDF export software on each computer to use this feature. CU*Answers handles the sale of new licences, which are for use per workstation. To purchase a license, refer to the PDF Exports Brochure and fill out the form on Page 4. Then fax that page to the fax number provided, and a Client Services and Education Representative will contact you with directions for installation..
CU*Answers also handles any issues relating to the CU*BASE display of the PDFs. This may mean that you need to reinstall the software.
SEE ALSO: PDF Exports Brochure
If you have already purchased a license previously, click here.
You can also select to download your data for use with Excel or to a Comma-Separated File. Learn more about other download options.