Generating PDF Reports

Clinical documentation often needs to exist outside the platform where it was created. Whether for referral packages, patient records transfers, or internal review, the ability to produce a clean, formatted export of patient data is a routine part of clinical operations. A system that stores clinical images and notes but offers no structured way to export them creates extra work whenever information needs to be shared or archived.

Dermi Atlas includes a built-in PDF export feature that generates formatted reports directly from patient records. Reports can be created for individual clinical entries, patient demographics, the full image pool, or a comprehensive combined document. Each report is rendered as a print-ready preview in the browser and can be saved as a PDF file without any additional software or plugins.

Report Types

Four report types are available, each covering a different scope of patient data.

Clinical Entry Report

The Clinical Entry Report exports the contents of a single clinical entry. It includes:

• Patient identification (patient ID, full name)
• Appointment date and entry timestamps (created, last modified)
• Assigned tags and inherited tags (from workspace images)
• Clinical notes, with original formatting preserved
• Workspace images displayed in a two-column grid, with filenames, captions, dates, and assigned tags
• Image comparison groups, including rendered split view and overlay view canvases, comparison captions, and an itemized list of the images in each group

This report is useful when documenting a specific visit or sharing the findings from a single appointment.

Illustrative demo with synthetic data. Learn more

Patient Details Report

The Patient Details Report exports demographic and administrative information for a patient record. It includes:

• Overview statistics: total images on file, total clinical entries, and the year the patient record was created
• Demographics: full name, first name, last name, date of birth, and gender
• Contact information: email, primary and secondary phone numbers, and address
• Medical information: health card number, height, and weight
• Clinical image consent status, including the consent method (digital signature or external) and any associated details
• Assigned and inherited patient-level tags
• Record timestamps: creation date, last modification date, and last appointment date

This report provides a snapshot of the patient profile as it exists at the time of export.

Illustrative demo with synthetic data. Learn more

Image Pool Report

The Image Pool Report exports the complete set of clinical images associated with a patient. It includes:

• Patient identification and a total image count
• All clinical images sorted by effective date, displayed in a two-column grid
• Each image card shows the filename, caption (if present), date, and assigned tags with category colors

This report is suited for cases where a visual record of all patient images is needed independently of entry-specific context.

Illustrative demo with synthetic data. Learn more

Complete Patient Report

The Complete Patient Report combines all three of the above into a single, comprehensive document. It includes:

• A table of contents listing the three sections with summary counts (total images, total entries)
• Section 1: Patient Details and Demographics (identical to the standalone Patient Details Report)
• Section 2: Image Pool (identical to the standalone Image Pool Report)
• Section 3: Clinical Entries, listed in reverse chronological order (most recent first), each containing the full entry content as described in the Clinical Entry Report

Page breaks are inserted between major sections and between individual entries to maintain a clear structure across longer reports. Each entry is numbered for reference within the document.

This report type is appropriate when a full patient record export is required, such as for referrals, second opinions, or archival purposes.

Illustrative demo with synthetic data. Learn more

Accessing PDF Exports

PDF export options are accessible from the options menu (represented by a three-dot or ellipsis icon) in several locations throughout Atlas.

From the Patient Details Page

The options menu on the Patient Details page provides three export actions:

• Export Patient Details generates the Patient Details Report
• Export Image Pool generates the Image Pool Report
• Export Full Report generates the Complete Patient Report

Illustrative demo with synthetic data. Learn more

From a Clinical Entry

The options menu in the entry header provides a single export action:

• Export Entry generates the Clinical Entry Report for that specific entry

Illustrative demo with synthetic data. Learn more

From the Image Pool

The options menu in the Image Pool header provides a single export action:

• Export Image Pool generates the Image Pool Report

Each export action opens the report in a new browser tab, where it can be reviewed before saving.

The PDF Preview

When a report is generated, a new browser tab opens with a formatted preview of the document. The preview page consists of two main areas: a control banner at the top and the report content below.

Control Banner

The banner at the top of the preview page provides the tools needed to save the report:

• The Save as PDF button triggers the browser print dialog, where "Save as PDF" can be selected as the output destination
• A keyboard shortcut indicator displays the platform-appropriate shortcut (Ctrl+P on Windows and Linux, or Command+P on macOS) as an alternative way to open the print dialog
• A tip bar reminds the user to ensure all images have loaded before saving

The banner is visible only on screen and does not appear in the saved PDF file.

Illustrative demo with synthetic data. Learn more

Report Layout

The report itself is rendered at a fixed width matching standard paper dimensions. On smaller screens, the preview is automatically scaled down to fit the viewport while preserving the print layout. The content includes:

• A header on every page displaying the Dermi Atlas logo and the name of the provider (the physician who generated the export)
• A footer on every page displaying "Confidential Medical Record", a unique export ID, and the date and time the report was generated
• The report body, organized into clearly labeled sections with structured data fields, image grids, and comparison renderings

The header, footer, and report structure are fixed and cannot be customized. All data associated with the selected report scope is included automatically.

Saving the File

To save the report as a PDF file:

1. Click the Save as PDF button in the banner, or press the keyboard shortcut (Ctrl+P or Command+P)
2. In the browser print dialog, select Save as PDF as the destination
3. Choose a save location and confirm

The suggested filename follows a structured format: the report type prefix, the current date, and a short identifier. For example, a clinical entry report generated on April 13, 2026 might be named Atlas-Clinical-Entry-Report_2026-04-13_a1b2c3d4. The filename can be changed before saving.

The four filename prefixes correspond to each report type:

• Clinical Entry Report: Atlas-Clinical-Entry-Report
• Patient Details Report: Atlas-Patient-Details
• Image Pool Report: Atlas-Patient-Image-Pool
• Complete Patient Report: Atlas-Complete-Patient-Report

Browser Compatibility

PDF export works with all major modern browsers. Chrome, Edge, and Firefox provide the most consistent experience with the standard print dialog and "Save as PDF" destination option.

When Safari is detected, a warning banner appears at the top of the preview page advising the user to either use Chrome, Edge, or Firefox for best results, or to use the File => Export as PDF option in Safari instead of the standard print dialog. This guidance ensures that the output formatting is preserved correctly across browsers.

Audit Logging

Each PDF export is recorded in the system audit log. When a report preview is opened, an entry is created that includes:

• A unique export ID (also displayed in the report footer for cross-referencing)
• The identity of the physician who generated the report
• The patient and entry associated with the report
• The report type
• Request metadata (IP address, user agent)

This logging provides a traceable record of when patient data was exported and by whom, supporting compliance and accountability requirements.

Access and Permissions

PDF export is available to all authenticated users with an active Atlas session. Reports are scoped to the requesting physician's own patient records; a physician cannot generate reports for patients belonging to another provider. If an unauthorized request is made, the report page displays an access denied message.

Authentication is required to access any report page. Report URLs are not accessible without a valid session.

Related Features

• Uploading and Organizing Images covers the Image Pool workflow, including how images are managed before being included in reports
• Clinical Image Consent describes the consent authorization process, which is reflected in the Patient Details Report

What This Means for Clinical Workflows

PDF export in Atlas removes the need for manual assembly of patient documentation. Instead of copying images, transcribing notes, and formatting reports by hand, a complete, structured document can be generated directly from the patient record in a few clicks.

The four report types cover the most common export scenarios: sharing a single visit summary, providing a patient profile, producing an image inventory, or compiling a full medical record. The standardized layout, automatic inclusion of consent status and image metadata, and built-in audit trail ensure that exported documents meet both clinical and administrative requirements without additional preparation.

Every feature described here is available in Dermi Atlas Professional, the self-hosted deployment designed for clinical use. The Dermi Atlas Cloud Demo provides access to core workflows for evaluation, though some capabilities may be restricted. For more on the security architecture behind patient data protection, see Our Approach to Patient Data Security.