Kerdora can generate PDFs from the selected client Guide, Financials, supported Visualize views, a tax scenario, and supported calculator pages. Investments also supports a separate holdings CSV export. Open the page you want to print first, because each PDF uses the current page, scenario, Guide, selections, or view state.
How do I print from the current page?
Use the visible Print or printer control on a supported page. You can also open Search or jump with Command-K or Control-K, search for print, and choose the current page's print action.
The print action in Search or jump is context-specific. It appears only when the current page supports a PDF. Inside a client file, the in-product Keyboard shortcuts reference may also show PP for the current print action.
Print the selected Guide
Open the client and select Guides.
Select the Guide you want to print.
Confirm its visible components, source data, branding, and disclosures.
Select the printer icon labeled Print guide, or use the current print action in Search or jump.
Wait for Generating PDF report to finish.
When the PDF opens in a new browser tab, use the browser's download or print control.
The Guide PDF uses the currently selected Guide. Selecting a different Guide changes the report content.
Print Financials pages
Open Financials in the client file.
Select Print, or open Search or jump and select Print financials.
Choose the Financials pages to include.
Select Generate PDF.
Review the generated PDF before saving or sharing it.
Each selected Financials page starts on its own report page. Financials printing does not use the Guide layout.
Print Visualize, Taxes, or a calculator
Open the supported Visualize view, tax scenario report, or calculator scenario you want to preserve. Set the current view, scenario, filters, and expansions first, then use its visible print control or the print action in Search or jump.
Only pages with a registered print action can generate a PDF. If print does not appear in Search or jump, confirm that you are on the result page rather than a setup or list page.
Export investment holdings to CSV
Open Planning → Investments.
Choose the account, Goal, tax-status, or time-horizon view you want to export.
Select Export above the investment-account list.
Open the downloaded CSV and confirm the accounts and holdings match the intended scope.
The Export control appears when the selected investment view has accounts with holdings. CSV is raw analysis data, not a formatted client report.
What should I do if the PDF is blank or does not open?
Wait for the Generating PDF report message to finish before selecting Print again.
Check whether the browser opened a new tab or downloaded the file.
Allow pop-ups for Kerdora if no tab opens.
Return to the source page and confirm it contains visible data.
Confirm the intended Guide, Financials pages, scenario, or Visualize view.
Generate the PDF one more time and review the new file.
Do not keep editing correct client data to repair a blank report. If a newly generated PDF is still blank, contact Kerdora Support.
What should I do if content is cut off or a later page is blank?
First confirm that you are viewing a newly generated file and that the intended Financials pages or Guide components were selected. Generate a smaller report scope when possible—for example, select only the affected Financials page—to determine whether the issue is limited to one page or component.
If the cutoff repeats, do not treat the PDF as client-ready. Contact Kerdora Support and include:
the client and report type;
the selected Guide, Financials pages, scenario, calculator, or Visualize view;
which page or component is cut off or blank;
a screenshot of the source page and generated PDF;
the approximate time of generation; and
whether a second generation produced the same result.
Review every output before client delivery. A report reflects the data and selections available at generation time; it does not independently validate the plan.