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Print or Export Agenda To PDF or CSV

Updated

Overview

This tutorial explains how to print out a PDF agenda and how to export the agenda to a CSV file

Table of Contents

  1. Printing the Agenda From the Reports View
  2. Printing the Agenda From the Agenda View
  3. Exporting the Agenda to a CSV File From the Agenda View
  4. Options Supported When Printing the Agenda or Exporting the Agenda to CSV
  5. Printing the Agenda Using a Document Template

How to Print the Agenda From the Reports View

  1. Click on the Calendar component
  2. Click on the Reports tab
  3. Click the Print Agenda button 
    • print_agenda_2.png

How to Print the Agenda From the Agenda View

  1. Click on the Calendar component
  2. Click on the Calendar tab
  3. Click the Agenda menu option
  4. Click the Actions menu option
  5. Click the Print/Export menu option
  6. Click the Print Detailed Agenda menu item
    • print_agenda.png

How to Export the Agenda to a CSV File From the Agenda View

  1. Click on the Calendar component
  2. Click on the Calendar tab
  3. Click the Agenda button
  4. Click the Actions menu option
  5. Click the Print/Export menu option
  6. Click the Export Agenda To CSV menu item 
    • export_agenda.png
 

Options Supported When Printing the Agenda or Exporting the Agenda to CSV

  1. Select the time frame you want to export
  2. Select Standard Agenda, Employee Agenda, Calendar Filter Agenda, or Scheduling Role 
      • types_of_Agenda.png 
    2. Standard Agenda will print all of the events in the specified time frame
    3. Employee Agenda will print only the events for the selected employee in the specified time frame
    4. Calendar Filter Agenda will print all events that match the calendar filter in the specified time frame
    5. Scheduling Role Agenda will print out all of the events for employees that have the selected scheduling role
  3. Click the Print Agenda button
 

How to Print the Agenda using a Document Template

This option will open each session, event, or appointment in its own printable document. If you need a printable document that has all of the events, sessions, and appointments listed together refer to the options above.

  1. Click on the Calendar component
  2. Click on the Calendar tab
  3. Click the Agenda button
  4. Select the desired sessions, events, and appointments
    • Pro-Tip: you can select all of them at once using Group Operations
  5. Click the Actions menu button
  6. Click the Print/Export menu button
  7. Click the Print Document Template For Selected Events menu item
    • print_using_document_template.png
  8. Click the Export Agenda To CSV menu item
  9. Select the desired document template