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How to create documents from CB data 3 months 2 weeks ago #260358

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  • cgwhite
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I know that this is likely not to be a simple solution:

I wish to create a document, pdf or word format, from a CB user profile data.

e.g. I have a user with a profile and wish to create a document that pulls in their profile data; name, address, phone number and some custom fields into a word or pdf document that I can print out.

How do I do this easily? I will be logged into the backend as an admin.

Regards,

Chris.

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How to create documents from CB data 3 months 2 weeks ago #260360

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  • tihana.krivic
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Hi,

for this you can use xls.
Go to Content Builder->Views->View->Advanced Options->and enable Show xls export.

After that when you open list view you will see xls icon in right corner. Select record which you want to print and click on this icon.

Unfortunately, pdf and word is not available in CB yet

Regards,
Tihana

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