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Print or Export Agenda To CSV

Overview

This tutorial explains how to print out a pdf agenda and how to export the agenda to a csv file

How to Print the Agenda From The Calendar 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
  7. Selected the desired details you want to print on the Customize Printed Agenda tab
  8. Select the time frame you want to include
  9. Refer to the options below

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

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

Options Supported When Printing The Agenda or Exporting The Agenda To CSV

  1. Select the time frame you want to export
  2. Select Standard AgendaEmployee AgendaCalendar Filter Agenda, or Scheduling Role
    1. Standard Agenda will print all of the events in the specified time frame
    2. Employee Agenda will print only the events for the selected employee in the specified time frame
    3. Calendar Filter Agenda will print all events that match the calendar filter in the specified time frame
    4. 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
    1. Pro-Tip: you can select all of them at once using Group Operations
  5. Click the Print Document Template For Selected Events menu
  6. Click the Export Agenda To CSV menu item
  7. Select the desired document template