---
title: "Printing a Report"
slug: "printing-a-report"
tags: ["Reports", "Printing"]
updated: 2026-05-05T23:06:27Z
published: 2026-05-05T23:06:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Printing a Report

Once you've generated a report, infoodle offers several ways to view and print the results depending on your needs — view on screen and print from your browser, export as Excel, export as CSV, or (for Events) export as a PDF check-in form.

See [Special Reports](/v1/docs/special-reports-2) to understand what each of them are for.

## How to Access Print Options

1. Create or load a report using one of the report tools:
  - Report Areas — People, People - Notes, or Assets reports
  - Special Reports — Pre-built reports like Attendance or Volunteer Hours
  - Financial Reports — Finance area reports
2. Complete your report criteria, filters, and field selections
3. Click the Generate Results tab (or equivalent in your report type)
4. Your results will appear in a table

## Viewing and Printing On Screen

To view your report results on screen and print them from your browser:

1. After generating results, the report table will display on screen
2. Click the Print button in the top-right corner of the report area
3. Your browser's print dialog will open
4. Select your printer and print settings (page layout, margins, colour, etc.)
5. Click Print

## Tips for printing on screen:

- The report will print exactly as displayed, including all visible columns and rows
- If your report has many columns, it may require landscape orientation to print clearly
- Use your browser's print preview to check how the report will look before printing
- Adjust column widths in the report before printing if needed

## Exporting as Excel

Excel is useful for detailed analysis, further processing, or long-term storage.

1. After generating results, click Export to Excel (or Generate as Excel)
2. A .xlsx file will download to your device
3. Open the file in Microsoft Excel, Google Sheets, or another spreadsheet application
4. From there, you can:
  - Print the spreadsheet using File > Print
  - Further analyse or manipulate the data
  - Save for records or sharing

## Exporting as CSV

CSV (Comma-Separated Values) is a plain text format useful for importing data into other systems or for universal compatibility.

1. After generating results, click Export to CSV (or Generate as CSV)
2. A .csv file will download to your device
3. Open the file in a spreadsheet application, text editor, or import it into another system
4. If opening in a spreadsheet, you can then print using File > Print

## Exporting as PDF (Events Only)

Some Special Reports — specifically the **Check-in Form** — can be exported as a PDF for printing and use at events.

1. After generating an applicable report (e.g., Attendance), click Generate as PDF
2. A PDF file will download to your device
3. Open the PDF and print using your PDF viewer's print function
4. The PDF is formatted for event check-in use (typically one page per event or group)

**Note:** PDF export is only available for certain Special Reports. Not all reports support PDF generation.

Tips

**Choose the right format** — On-screen printing is quick for immediate use; Excel is better for analysis; CSV for importing into other systems **Landscape orientation** — Reports with many columns print better in landscape mode. Check print preview first **Large reports** — Very large reports may be easier to manage as Excel exports rather than printing directly **Margins and scaling** — Adjust your browser or spreadsheet print settings to avoid cutting off columns or rows **File naming** — When exporting, give the file a descriptive name with the date (e.g., "Active Members 2024-01-15.xlsx")

Related Articles

Report Areas Special Reports Exporting Report Results [Finance Reports](/v1/docs/finance-reports)

## Related

- [Reports](/reports.md)