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Celonis Product Documentation

Create PDF Report

Creates a PDF report of your Studio analysis that can be sent e.g. via email to your colleagues.

Getting Started

1. Go to edit mode.

2. Click the '+' icon to add a new action.

3. Search for Celonis.

4. Select Create PDF Report.

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5. Add a connection by clicking Add in the action. You can now define a display name and add your 'Celonis App Key Connection'.

Application key permissions

You have to provide an Application Key.

5.1 Create an application key following this guide and copy it!

5.2 Come back to this Connection pop up and paste the key in the respective field ('Application Key'). Move on by pressing the Continue.

5.3. Ensure your Studio analysis is published and that the Application Key has permission to use the analysis. Your Application key requires "USE" permissions on the analysis.

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6. Select an Analysis: Select the analysis you would like to create the report from.

7. Select Sheets: Select one or multiple sheets that should be included in the report.

Sheet types

Please note that only sheets of type New Sheet can be included! Sheets of other types e.g. process overview, conformance will create an empty report.

Advanced Settings

If you check the Show advanced settings box, you can also adjust the following properties.

Property

Description

Filter

Define the PQL filter that will be passed to the analysis.

Width

Adjust the width of the PDF based on the sheet width. Default: 1920.

Height

Adjust the height of the PDF based on the sheet height. Default: 1080.

Device Pixel Ratio

The ratio of the resolution in physical pixels to the resolution in CSS pixels. Default: 1.

Header

Define a header (as HTML content) that will be shown on each page.

Footer

Define a footer (as HTML content) that will be shown on each page.

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Send out PDF reports via email

To send out your newly-created PDF report via email, you can use your preferred email app and add the output of the create PDF report action as attachment.

File type .pdf

Please ensure you enter a file name that includes .pdf.

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Troubleshooting

If your PDF report shows a loading icon, your data model is most likely not loaded. Please go to Data Integration and reload your data model.

If your PDF report is empty, you might be using sheets that are not applicable for PDF reports. Please note that only sheets of type New Sheet can be included in PDF reports! Sheets of other types e.g. process overview, conformance will create an empty report.