Customized PDF Directory

Customized PDF Directory

Fee:  $75

There are four PDF directory reports that are available to make it easy to print your directory. Need a different report? We can help.
  1. Create your own PDF using MS Excel and MS Word. Instructions are available in our Knowledge Base.
  2. Have the Membership Toolkit Team create your customized PDF. You tell us how you would like the information presented and any customization you want in the formatting and we will create a customized MS Word document or PDF. The cost starts at $75. 

Information Needed to Create Custom Directory PDF:
  1. Date you want us to pull the directory report.
  2. Page size for your directory report.
  3. Layout of the data for your directory report.
  4. Will all data be included in the directory report? 
NOTE: We will not edit your contact's data. If you would like us to clean up the information (review capitalizations, edit for consistency) this is an additional fee. Ask for a quote for your project.



    • Related Articles

    • Printing the Directory

      There are several options for printing the Online Directory. Go to People / Reports / Directory Reports. This page allows you to select from a variety of different templates and generate a printable PDF of your organization's directory. Choose a ...
    • Directory and Custom Fields

      You can choose whether or not to include the information collected in your custom fields in the directory. The directory information for a custom field is controlled at the configuration for the custom field. *Only administrators with Account Owner ...
    • List of Professional Services

      List of Professional Services Attached is a downloadable list of many of the Professional Services Membership Toolkit offers.
    • Directory and Mailing Labels

      We have 2 reports that can be used for printing labels that are based on directory information. Both are found under People > Reports > Directory Reports. Directory Labels These labels generate a PDF that will print family information from your ...
    • Editing Custom Fields

      Adding a Custom Field At this time, Admins cannot add a custom field, but they are able to edit the data once it has been collected. If you would like to have a custom field added to your parent or student information, create a help desk ticket and ...