Matidor 101: Generating PDF Reports | Create Client Ready Project, Work, and Budget Summaries

Learn how to generate professional PDF reports in Matidor so you can share clear project updates with clients, stakeholders, and your team. In this quick tutorial, you will see how to export PDFs from projects, work items, budgets, and costs with just a few clicks and full control over what information is included.

In this video, you will learn how to
✅ Export a Project PDF and choose whether to include the map, legends, subprojects, work, budgets, drawings, comments, photos, and timestamp
✅ Turn legends on or off so the map can expand for a cleaner, more visual layout
✅ Decide whether to show timestamps on each page for clear documentation and audit trails
✅ Select specific fields to include in your report so only the most relevant details are shared
✅ Generate PDFs from Work items with options for maps, subtasks, comments, photos, and timestamps
✅ Export streamlined Budget and Cost PDFs that focus on financial details and optional comments
✅ Receive an email with a secure download link to your finished PDF report

PDF reporting in Matidor makes it easy to create polished, consistent documentation that captures exactly what you need without extra formatting work. Use it to send client updates, internal reviews, or records for compliance and archiving.

Start generating PDF reports in Matidor today. To learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial shows how to generate professional PDF reports in Matidor directly from projects, work items, and budgets. PDF reports in Matidor are configurable — you choose exactly which sections to include, whether to show the map and legends, which fields to display, and whether to add timestamps for documentation and compliance purposes. Finished reports are delivered via email as a secure download link so they can be shared with clients, stakeholders, or internal teams immediately.

Who This Is For

This video is for project managers who send regular project status updates to clients and executives, environmental consultants who need to produce compliant site documentation with map context and timestamps, field supervisors who close out work items and need a record with photos and subtask completion details, and finance managers who need clean budget and cost summaries for invoicing or client billing.

Step-by-Step Walkthrough

The tutorial begins with generating a Project PDF. You open a project and click the export option, which opens a configuration panel. You choose whether to include the live map image, the map legend, subproject data, work items, budget summaries, drawings, comments, photos, and a timestamp on each page. Disabling the legend allows the map to take up more of the page for a cleaner visual layout — useful for client-facing deliverables where visual impact matters.

Next, the tutorial shows generating a Work Item PDF with options for the map, subtask completion status, inline comments, attached field photos, and the timestamp. The final PDF type shown is the Budget and Cost PDF, which focuses on financial data: budget totals, cost code breakdowns, vendor names, invoice references, and optional comments. All three PDF types are emailed as a download link within seconds of being requested.

Key Takeaways

PDF reporting in Matidor produces professional, configurable documentation without any manual formatting work. Because reports are generated directly from live project data, they are always current and accurate. The ability to include or exclude the map, photos, timestamps, and financial data means the same platform produces the right format for a field inspection record, a client project update, and a finance team cost summary.