Generating a Printed Program

Generating a Printed Program

This is an add-on report generator that will allow you to customize a formatted output of abstracts and the program content. You may generate a sample of what this feature can output. If you are interested in purchasing the full feature, contact sales@x-cd.com for pricing information.
Save As Word button not working?
If the Save As Word button does not appear to be working when you click it, use Ctrl-A to select all of the content and copy and paste it into a word document. This will retain the formatting from the output as it is pasted into Word.

Create a Printed Program Output

  1. Click Dashboard
  2. Click Manage Program
  3. Click Public Program & Settings in the horizontal menu
  4. Select Print Program
  5. Click Create Template and enter a template name to create a reusable saved template
  6. If applicable, Select Filter by. If you want to only pull submissions, then skip this step
  7. Select if you want Sessions only, Sessions with Submissions or Submissions Only
  8. Select the applicable Module(s)
  9. Select the applicable Final Status(es)
  10. Select an Order By option
  11. Select the fields you want included and format your printout
  12. Click Save Template button
  13. Click Preview and Print Program button
    This will open a new browser screen and generate a report that can be saved into a Word document and formatted, updated and saved as a PDF file.
    If you make changes to the template, you will need to click Preview and Print Program button to generate a new output.
NOTE: The URL generated by the template cannot be shared or posted to a website. 

EXAMPLE of a Session Template





EXAMPLE of a Submissions ONLY Template



Edit a Printed Program Template

  1. Click Dashboard
  2. Click Manage Program
  3. Click Public Program & Settings in the horizontal menu
  4. Select Print Program
  5. Click in the Select Existing Templates field to choose an existing template

  6. Apply your changes
  7. Click the Save Template button to Save the changes
  8. Click the Preview & Print Program button to view and review the output
  9. Click the Save As Word Doc button in the upper left-hand corner to save the content in a Word format which can then be saved as a PDF file.

Generating the Printed Program output

  1. Click Dashboard
  2. Click Manage Program
  3. Click Public Program & Settings in the horizontal menu
  4. Select Print Program
  5. Click in the Select Existing Templates dropdown field and select a template
  6. Scroll down and click Preview and Print Program button
    This will open a new browser screen and generate a report that can be saved into a Word document and formatted, updated and saved as a PDF file.
  7. Repeat steps 5 and 6 for each template.

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