🎁Locked and Shared – PDF Export Now in New Table View

With PDF export, your Table View reports arrive just as you see them — no edits, no confusion.

Project teams rely on accurate, structured data to stay aligned and make informed decisions. Until now, VisiLean’s New Table View allowed exports in Excel and CSV formats, which are editable and prone to unintentional changes. As demand increases for audit-ready, presentation-quality outputs, we’re adding a new export option to support more secure and professional communication.

Why This Matters

When sharing progress updates, task statuses, or filtered insights with stakeholders, it's essential that the information remains intact. Construction data is sensitive—closely tied to compliance, accountability, and delivery confidence. PDF export ensures that what you share is exactly what is received: clear, fixed, and dependable.

What’s New?

You’ll now find a PDF export option in the New Table View, alongside Excel and CSV. The exported file preserves all visible filters, selected columns, and formatting exactly as displayed on screen. It also includes project metadata, company branding, and proper pagination for ease of reading and sharing.

How It Helps

PDF export allows users to generate polished, presentation-ready reports that mirror the layout of their current Table View. This not only eliminates the risk of accidental edits or unintended data manipulation but also ensures consistency in how data is communicated across teams. With a fixed, non-editable format, it supports compliance efforts, improves clarity, and significantly reduces the time spent reformatting or manually preparing files for external sharing.

Example Use Cases

1. Project Manager Reporting: A Project Manager applies filters in the Table View to generate a focused progress update. The exported PDF captures only the relevant data and maintains layout integrity. This ensures the update shared with stakeholders is concise, professional, and secure.

2. Trade Coordination by Construction Manager: A Construction Manager shares daily responsibilities with subcontractors by exporting trade-specific data to PDF. The result is a tamper-proof, readable report that supports clear communication and on-site accountability.

3. Audit-Ready Documentation: During compliance checks, structured logs of activity are required. Auditors receive locked PDF exports that mirror the Table View, complete with metadata and filters applied. This ensures reliable documentation that aligns with legal and quality standards.

Key Considerations & Caution Points

Apply Filters Thoughtfully: The PDF will reflect only the visible data based on your current filters and column selections. Double-check your view before exporting to ensure it captures what you intend to share.

Check for Pagination in Larger Exports: For extensive tables, the export will paginate across multiple pages. Make sure to review the output for readability before distribution.

UI/UX Enhancements Coming Soon: While the current PDF export provides a clear and structured layout, further refinements to the interface and user experience are already planned for the next update.

Workforce Table Excluded: PDF export is currently available only for the main Table View. Exporting data from the Workforce Table is not supported in this release.

Update your reporting habits today — with clarity that sticks.