How to create a printer friendly report

If you would like to print a hard copy of a PDF report, but you want to save ink by using less color, you can follow these steps.

1. Start by searching for a household, then click on the Reports tab.

   

   
   

2. If you haven't created a report template before, you can start from scratch by selecting "create new template". If you have an existing report template, you can select it here and modify it. 

   
   

   

   
   

3. Next, select the checkbox for "printer friendly". You can drag and drop any other report modules as you see fit.

   
   

   

   
   

4. You can save the report template for later use by clicking "save template". To generate the report, click "preview & create report".

   
   

   

It's also easy to generate this report across multiple clients, instead of a single client. Below are some articles to help you get started:

• Manage Report Templates
• Generate Reports Across Multiple Clients