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PDF Batch Printing of Reports

Questions on using, creating, or understanding data in Fund Manager reports.

Postby ricbertsch » Mon Dec 16, 2024 10:22 am

Is there a way when Batch Printing Reports for Multiple Clients to not have to click on the Save Tab after each individual Client Report is saved to the file location,? and instead just save each report automatically freeing up time to perform other tasks
Richard G. Bertsch CFP(tm)
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Postby Mark » Mon Dec 16, 2024 2:04 pm

Hi ricbertsch,

It probably depends on the software you're using to print. I'm assuming you are printing to PDF files? Do you know what software you're using?
Thanks,
Mark
Fund Manager - Portfolio Management Software
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Postby ricbertsch » Mon Dec 16, 2024 2:37 pm

I am using the "Microsoft to PDF" as the choice. The only other selection would be Quicken PDF
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 99
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Tue Dec 17, 2024 9:58 am

Hi ricbertsch,

I don't believe there is an option to have it automatically save with Microsoft to PDF.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11612
Joined: Thu Oct 25, 2007 2:24 pm
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Postby ricbertsch » Tue Dec 17, 2024 11:19 am

Any suggestions of a Software Program that does?
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 99
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Djobydjoba » Wed Dec 18, 2024 1:08 pm

Hi,

It seems there are several solutions. Some suggestions here.

The program NovaPDF does that.
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Postby ricbertsch » Wed Dec 18, 2024 1:34 pm

Thank you!
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 99
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ


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