Creating Simple Report

You finished your installation and ready to create new PDF Report Template 

 So you need to open your report_builder.html in New Tab 

 Another thing to consider: 

 if you use com.finmars.pdf-builder/example_builder.html you must pass query parameters to run it Example: ?report_date=2023-09-11&portfolio=Bonds%20Portfolio So in this example, we must declare Portfolio User Code and Report Date to make it run 

 But lets start from the begining You can hover over elements and then you will see Delete Icon, if you press Element will be deleted 

 

 Okay, I cleared all the canvas 

 In Right Top corner you have square button with + sign, it will open menu of Blocks that can be places on canvas Right now, I scrolled down and drag and dropped A4 Paper block on canvas. Simple as that! 

 Now I can add some text! 

 Lets Put this text into Card So I wrapped my text with  

 Then I click on that element and now my right sidebar has Brush Active Menu, scroll down to Decorations section, then add Background, any color you like 

 So, lets test it, press export to PDF (its far right button with pdf icon) 

 Amazing, you created your first PDF report, well done! 

 Keep going! Go to https://docs.finmars.com/books/pdf-builder/page/add-dynamic-content-to-your-pdf-report