How to Flatten Reports for PDF Generation by Role Title in Clay | Clay

How to Flatten Reports for PDF Generation by Role Title in Clay

Hey Team, is there an easy way to flatten a report so that when a function returns multiple results that each one is a row. I'm searching people based on role title and want to generate a PDF with a single contact per row. I'm sure there's an easy way to do it but I don't know what that is. I'm sure I push it to zapier and use their formatter but I'd like to keep it all in Clay if possible. https://app.clay.com/workspaces/149722/tables/t_Q57B2Br5EdW6/views/gv_GwCbPxtVm6hP

4 comments

Channeled
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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Daniela D.
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Hey Isaac! Thanks for reaching out. Just to confirm, you'd like to be able to extract the fields that are nested in the Find People column as new rows? You can do this with the write to table integration. Write to table works great for extracting data from one table into another table as new rows. Here's a quick guide: https://www.loom.com/share/d46fd74ae9004d229142a2474ac61866?sid=440fafc1-5d4c-4ed4-bebe-449748573397 https://docs.clay.com/en/articles/9672432-write-to-other-table-with-clay-labs Once each contact is sent to a new table, you can export a csv by clicking on the actions tab at the right of your table. Select exports > select "download csv". Here's a video on how to prep your table for CSV export: https://www.loom.com/share/adb9da478b7048d7a5f3325385a4cf90?sid=fd9f403f-2a7a-4b72-822a-c44d9b801635 QQ : Do you want to generate a PDF version of the list of contacts after adding each record to a row?
Isaac S.
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That is exactly what I was looking for, thank you
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