There are several places where you are able to generate and print or export reports in Simply Stakeholders at the click of a button. Our reports are printed in PDF, can be exported in Word format and can also be saved to your device.
Project Dashboard
You can choose to print your Project Dashboard via your browser print option, ensuring you choose the print to PDF option from the Print menu.
Navigate to your browser, select 'Print', and choose 'Print to PDF' to save your dashboard as a report.
Note: you can toggle on/off Dashboard widgets, resize and move them around to customise your Dashboard before printing.
Screenshot showing location of browser print menu in Chrome
Adjust settings and print options to resize and enhance the visual appeal of your report as needed.
Screenshot of browser print menu options in Chrome
To print individual widgets from your dashboard, click the print icon on the widget.
Screenshot showing location of print icon on a Dashboard widget
Custom Reporting
You can create customised Reports to pull out subsets of your data, to drill down into specific metrics or for a specific reporting purpose. Once you have created your custom Report, you can update the date range to the current reporting period and print or export your report by:
On the Right side panel of the Dashboard Click on
[Report pie graph icon]Then select which report you would like to Print or Export
Enter your desired date range for the Report
Screenshot show the Report dashboard with the date range selection box highlighted
Once the Report dashboard loads, ensure you apply any necessary filters to your widgets. For example, in the stakeholder mapping scattergram, select a contact group to filter by and Individuals or Organisations
Screenshot show the Stakeholder Mapping Scattergram widget with a Contact group applied
Wait for all the widgets to load and the Print and Download icons will be visible once everything has loaded.
Click on the
[printer icon] and you will get the option to either Print the report or Save it to PDF Click on download (Word) to download your report in a Word format
Screenshot showing Download (Word) icon circled
Module exports and printing
You can also print the Module records tables, this can be especially helpful if you wish to print a filtered list of Stakeholders who have been invited to a community event, or have a documented list of Interactions filtered by a set of Tags for example.
Navigate to the module you wish to print a list or filtered list of records from.
Click 'Print' to generate a PDF of the filtered list:
Screenshot showing the Stakeholders module table with a saved filter applied, pointing to the Print icon in the top right
Notes
Ensure all filters are correctly applied before printing to avoid incomplete reports.
Double-check the layout and size of widgets to ensure all information is visible in the printed report.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].