Displaying Data in the Reader
  • 24 Feb 2026
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Displaying Data in the Reader

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Article summary

You can display applicant data in the Reader in a variety of ways, including:

Data containers

Data containers let you use Configurable Joins to pull varying data points and documents into one place in the reader.

πŸ“– Data containers

Reader portals

Embedding portals in the reader lets you improve the reader experience with using conditional logic, populating tables with query data, and personalizing data with Liquid markup.

πŸ“– Portals in Reader

Custom PDF

Data from a Slate-hosted application or form response can be displayed in the Reader with a custom PDF. These can also be used to display the data from an application form widget like the address, reference, or school widget.

πŸ“– Custom PDFs

Auto PDF

An Auto PDF, dynamically assembles applicant data into a PDF format. The dynamic nature of auto PDFs, give you a polished and professional display that accurately represents the data you've collected.

πŸ“– Auto PDF

Cluster reports

Cluster reports can be embedded in Reader tabs and are used to show aggregates of applicant data such as historical data about applicant’s school, territory, or major.

πŸ“– Cluster reports in reader

Review forms

Review forms all reviewers to capture feedback about an application. The review form is built just like other forms but has a scope of Reader and is associated with a workflow.

πŸ“– Displaying review forms


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