printing reports (views)

Completed

Comments

132 comments

  • Justin VanDervort

    I would like to vote for this to become a priority. Exporting a PDF of the reports is absolutely critical to share the data in this software with our advisors and clients and employees. If we could simply print, then the computer provides an option to 'print to PDF.' But getting the reports out of podio and in my briefcase to a meeting is kind of the whole reason I am personally using podio. Right now I have to show them on my computer because they have no interest in learning podio (old fashioned non-tech). And because I have to do that they are even less included to use podio.

    1
    Comment actions Permalink
  • Justin VanDervort

    For those users who are looking to print/export report views, please read:

    background: 1. you CANNOT print report views directly 2. you CAN print page views. 3. with your reports pulled up, "printing the page" will only print the data behind it in the app & not the reports themselves.

    Solution

    Steps:
    1. Add your reports to the "workspace page"
    2. Navigate to the "workspace page" with your activity stream on the left and your reports on the right
    3. Print this page.

    4. Make adjustments where needed to fit on page.

    Podio formats the entire page in a printable version and prints your reports on the right with the activity stream on the left. Printing the activity stream is useful, actually... however, I would still like to just hit a print button in the reports view.

    Hope this is helpful to all the users out there looking to share report data easily and spread the power of podio!!

    Tip
    Mac users: when you print -- in the bottom left dropdown, select the format "mail PDF" to directly EXPORT the PDF in an email!!!!

    1
    Comment actions Permalink
  • Leticia Mooney

    Great but still doesn't solve the problem of being able to print client-facing reports.

    0
    Comment actions Permalink
  • Wendy Johnson

    I am not finding anything that allows me to "print a filtered view of certain app items." What is the secret?

    0
    Comment actions Permalink
  • Dominik Hamacher

    @Wendy,

    It depends on your browser. When you are in Chrome you have to click on "edit" in the top and select "print".

    //Dominik - Podio

    0
    Comment actions Permalink
  • Marco Polo de Jesús Cetina Abreu

    I think that Podio should improve this feature maybe more flexible

    0
    Comment actions Permalink
  • Charlie Lindstrom

    @Marco,

    Anything specifically you'd like to tweak when printing? We'd love to hear :-)

    /Charlie - Podio

    0
    Comment actions Permalink
  • Marco Polo de Jesús Cetina Abreu

    @Charlie, I would want to choose which fields to print and what not including the possibility of print or not the comments

    0
    Comment actions Permalink
  • zach mortensen

    To add what Charlie is asking. Printing browser windows is a very different from printing a report of data. For instance, If I hit print on a table, any columns not visible in the browser are cut off in the printing. There does not appear to be a way to "format for printing" so that all the relevant data shows in the report. Or "fit to page width,"

    As well, data like Multi-Choice fields show as large outlined boxes, when printing, when this make more sense if it was the same font/size/style as the rest of the text in the report.

    0
    Comment actions Permalink
  • Marco Polo de Jesús Cetina Abreu

    @Zach a new idea occurs to me, It would be great that the Badge view had the put more fields, so I could print with my browser some kind of report.

    0
    Comment actions Permalink
  • Jairene

    @Charlie - how do I do this? I have a survey app and I need to print out text data (answers to some questions) but I can't find this specific item under reports. What's showing in Reports are only numeric data. So I can't print for example any text input provided by my customer? I can only print those that answer categories?

    0
    Comment actions Permalink
  • Charlie Lindstrom

    @Jairene,

    As I'm also in contact with you on this in a ticket and know that the text fields you are looking to print are multi line ones and there are a few there that you'd wish to see in the print, correct? In this case I would suggest to instead export your app to excel and use this to print the info.

    You can also print your app overview as you see it in Podio from your browser, which will include what you see. Though in this case there is too much text for this.

    I'll also get back to you on the ticket to explain a bit further in regards of the filtered views you are looking at :-)

    /Charlie - Podio

    0
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk