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Export PDF as text content, not image

Currently, all PDF reports are exported by saving the klips as images, then saving the whole thing as a PDF. This leads to several disadvantages: 1. Non-selectable text: It would be useful to select certain text from the PDF, especially in situations where that PDF would be sent as a report to a client, project manager, etc. 2. Non-clickable links: This is also important, especially for online marketing-related reports which can contain results in the form of links (such as websites where the brand was mentioned). 3. Multi-page klips breaking text: While the download PDF feature offers an option to assemble the PDF with "Multiple Pages" in order to minimize breaks, it won't help on klips that are more than 1 page long. In that case, the klip will break regardless and might make certain text unreadable. Hope this gets implemented soon. Google Sheets offers this capability by default, so it should be a must for any dashboard-oriented app. Thanks!

3 comments

  • 0
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    Scott Lawrence

    Hi Mihai,

    Thanks for your enhancement request.  I saw you had recently asked the same question related to the new look and feel effort.

    Can you help me understand more about your scenario?  (More context will help with understanding the use case.)

    It sounds like you may be describing a Marketing Agency use case where you are building a Dashboard to share as with Clients and in that dashboard you include tables (or other Klips) where you reference their ads (with links) or have links to pages.  Do you share these as live dashboards with your clients?  Do you have other kinds of Klips or examples where you insert links?

    It also sounds like you may be converting these dashboards to PDFs to share as a regular report.  In that report you would like the links to be clickable to open the related web pages or ads.  Is this accurate?  Can you share the frequency you would share such reports and the frequency your clients would likely be clicking on such links?  Would you expect that just text based links be clickable?

    Regarding selectable text, can you share with me the scenario you are running into where you need to select text from the PDF of a dashboard?

    Regarding Multi-Page Klips, can you help describe the Klips you have in mind and how these are being used on your dashboard?

    Any additional insights would be very helpful.

    Cheers,

    Scott.

     

  • 0
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    Mihai Aperghis

    Hey Scott,

    We are a marketing agency indeed, and part of why we use Klipfolio is to generate monthly reports for our clients.

    Sharing live dashboards with them would indeed bypass the current problems with the PDFs. However, clients would still need the PDFs, even if they'd have access to live dashboards, since they might need to access the reports later (especially in the case where they might stop working with our agency). Second, sharing live dashboards would complicate our setup, since we'd need to create a separate dashboard for each client (we're currently using just one dashboard with a dropdown select of the client, then generate the PDF report with that data).

    The problems with the PDF reports stem from the fact that they're actually exported to an image format first, then converted to PDFs. As such, we have to deal with three main issues:

     

    1. Links in the PDF aren't clickable - this is the biggest problem for us, since a lot of our work focuses on getting exposure to our clients from other websites. As such, obtained links are part of the results we are reporting each month, and it's quite annoying for clients not being able to click on those links to go to the respective website:

    2. Multi-Page klips can get fragmented - this is mostly a design issue, which, while not as annoying to clients, is still something that can be bothering:

     

    3. Text is not selectable - again, less of an issue, but when a client wants to ask us about a specific thing in the report, they're not able to select the related text and copy it in order to paste it in an email:


     

    So these are the 3 main problems we have with PDF reports, which could fixed by exporting HTML directly to the PDF, rather than going though an image format. Again, live dashboards is not an alternative to this, as clients would want the PDFs regardless of whether they have access to the dashboards or not.

    PS: We generate about 10-15 such reports each month, and the links + selectable issues are usually the ones our clients complain about (mainly the links thing, which forces us to also send them a list of them directly in an email). 

    Ideally, the reports would behave similar to exporting a web page to a PDF file.

    Hope that helps, thanks!

  • 0
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    Scott Lawrence

    Thank you for the additional context.  As per my Tweet, we have captured these, however do not have a set timeframe at the moment.

    Cheers,

    Scott.

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