Edit a report PDF
A table that grows runs onto the next page and repeats its header row there. A chart is drawn from figures you type into its panel, not pasted in as a picture. The headings become the PDF’s bookmarks.
The editor and its templates open without an account; importing a PDF takes a free one.
Templates and your own PDF
Five reports open without an account: annual, financial, market research, project status and quarterly, each with tables and charts to fill with your figures.
To edit a report you have as a PDF, import it: it takes a free account and one AI page per page of the PDF (10 a month on the free plan). Compare its tables and charts with the original before you send it.
Tables and charts
Tab in the last cell adds a row; right-click a row or a column to add, duplicate or delete one. A Chart block (bar, line, pie or donut) is edited in its panel as a table of labels and values, with a choice of palettes.
Figures in tables are typed: the editor has no formulas, so totals are changed by hand.
Long reports
The headings become the PDF’s bookmarks, and a Table of contents block lists them. The PDF is tagged for screen readers by default, tables with their header cells.
More templates to start from
Financial Report
Income statement, balance sheet and cash flow
Market Research
Findings and how competitors compare
Project Status
Where a project stands: milestones, risks, next steps
Quarterly Report
A quarter’s results in tables
Sales Report
A month of sales: figures, target attainment and the regions
KPI Report
A quarter’s key figures as cards, with the channels broken down
Expense Report
A trip’s receipts by category, VAT and the amount to repay
Questions
- Can I change a chart’s figures?
- Yes, when it is a Chart block: its figures are a table in its panel. The report templates’ charts are Chart blocks.
- Does a long table keep its header row?
- Yes. A table that continues on the next page repeats its header row there, in the editor and in the PDF.
- Is the PDF accessible?
- By default it is tagged for screen readers as PDF/UA-1: headings, lists, tables with their header cells, the language and the title. On Pro and Max you can also download PDF/A-3a or PDF/UA-2.
Bring the PDF you have.
Importing a PDF takes a free account and uses AI pages. The editor and its templates open without one.