m-Fin How-to: Changing the Orientation of your PDF

Do you want to print a PDF of your m-Fin report in portrait orientation, rather than landscape? First, you’ll have to save a Report View of the m-Fin report. Then, you can change the default format for that Report View.

Watch the video

Read the procedures

1. Start by saving a Report View of the m-Fin report.
2. Find your Report View by clicking Open menu > Content > My Content.
3. Click on the Action menu - it’s the three dots to the right of the heart icon - and select Properties.
4. Select the Report tab.
5. Scroll down and click the Report drop down to expand that section.
   • Formats – The default format for m-Fin reports is HTML. You can change the default format for your Report View to PDF, Excel, Excel Data, CSV, or XML. HTML is the only format that lets you to drill down to see additional data.
     
     Note – You can also use the Select a format button within a Report or Report View to run your report to any of these formats.
      
   • PDF option – Click Set to expand the PDF options pane. The default orientation is Landscape. Use the Orientation dropdown to change to Portrait orientation.
   • Click Save.
6. When you’re done making changes, click the Close button on the top right to return to your My Content screen.