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 template from the available list. Use can use the "preview" button to see an example of how it will look.
- Choose your options and filters.
- Click "generate PDF".
There are currently four pdf printed directory reports available to choose from. These reports can be complicated. They cannot be edited and we cannot make changes to these reports. In the future we will continue to add new options.
If you are trying to create a PDF directory report to send to your printer, and the options that we have available do not meet your needs, there are two options:
- Create a customized PDF report using Microsoft Word & the Excel directory reports that are available.
- Have our Customer Support Team create a customized PDF.
Option #1 - Creating a Customized PDF Report
If you have Microsoft Word and Excel, you can create a customized report that can be saved as a pdf. Once you create the layout, you will be able to use it every year.
Attached to this article is a PDF with instructions on how to create a customized report and a sample mail merge document.
Option #2 - A Customized PDF Created by the Membership Toolkit Customer Support Team
Our Team is happy to create a customized directory pdf for you. Please note that there is an extra fee for this service. We will use one of the directory reports associated with your account and create a customized mail merge file and final pdf. This service starts at $75. For a quote for your directory, please send us the details on how you would like your directory formatted.
We will not be responsible for proofing the information that will be included in your directory. If you want us to help clean up capitalization mistakes etc from when people entered their data, please let us know.
Directory Report by Family
Produces an Excel spreadsheet of all families and all information, with restricted information redacted.
Directory Report by Student
Produces an Excel spreadsheet of all members, organized by Student, with restricted information redacted.
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