Enable users to print or export a school directory

In addition to having an online version of the directory, platform managers can enable a printable version when they create a new directory or when they edit an existing directory. When users have the ability to print, they'll also have the option to export as an Adobe (.pdf) file.

Note: After a directory is printed or exported, the copy may become outdated without the user's awareness. Additionally, the user can share the copied information without regard to the access settings that control online security. Consider encouraging your school to transition to online directories only and disable the option to print/export. When constituents develop a habit of using the online directory, they'll always have current information and (since they're on your site already) you can encourage them to access other school resources online.

  1. Select Core.

  2. Select Content.

  3. Select Directories.

  4. Select Edit next to the appropriate directory.

  5. On the General tab, select a name format. The options that appear here are based on the options your school configured for user name display formats.

  6. For Allow printing, select Yes. This also enables users to export as an Adobe (.pdf) file.

  7. The settings here and profile publish access settings determine what information users can view/print and export.

  8. Configure the printing options:

    • Print format: Determine which information users can print and export.

      • Search results enables users to print only their search results

      • Individual directory enables users to print the directory for individuals

      • Family directory enables users to print the directory for related users.

    • Display: Select whether to show users' Grad Year, Grade, or Department in the printed directory.

    • Group by: Select whether to group users by Grad Year, Grade, or Department in the printed directory. If None is selected, users display alphabetically by their last name.

    • Font Style: Select either Times New Roman (serif) or Verdana (sans-serif) for the printed directory.

    • Font Size: Select the font size for the printed directory.

  9. Select Save.

Send a directory report to a third party printer

If your school provides families or staff with a printed directory, you can run any of the pre-formatted directory reports.

Warning: Be aware that these reports are designed for internal, school staff and admin use, rather than for parent, student, or external use. Thus, these reports likely include data that some families do not consent to share with non-school staff. You must manually remove the data that shouldn't be shared, before you send it to the printer.

Select Core, then Reporting, Reports, and Search for "directory" reports. Select the report to generate. After the report runs, Export the results to provide to the printer.

Alternatively you can create a user list, select Columns of information that correspond to what your directory should include, Filter and sort the data, and then Export the results to provide to the printer. Remember to use filters that respect users' privacy preferences to avoid exposing information in the directory that they to do not want to share.

Note: After a directory is printed or exported, the copy may become outdated without the user's awareness. Additionally, the user can share the copied information without regard to the access settings that control online security. Consider encouraging your school to transition to online directories only and disable the option to print/export. When constituents develop a habit of using the online directory, they'll always have current information and (since they're on your site already) you can encourage them to access other school resources online.

Tip: Some schools encourage local businesses to advertize in printed school directories and other school publications. This may cover the costs associated with printing or be used for other fundraising needs.