Creating Printable Reports and Records

Phil Gold
Phil Gold
September 24, 2019 | General

We recently went through the exercise of rewriting the lab documents we use for Ultimate Forms Foundation training to reflect the SharePoint Modern experience. I really enjoyed this, because it reminded me of a bunch of features in Ultimate Forms that I don’t personally use that often.

The Print and Export feature is one of those.

Now, we’re all resource conscious, and trying to live in a post-paper world, but the fact of the matter is that sometimes you just have to print stuff out. And even if you don’t need hard-copy, you might want to be able to provide a report as a stand-alone document instead of sending someone to a SharePoint list.

So, it’s a great thing that Ultimate Forms gives you the ability to create printable versions of list and library data – either for a whole list, a filtered view, or an individual record.

The basics of setting up a printed report are as easy as most things in Ultimate forms – it’s just a matter of going into the tool and selecting whether you want to show the whole list or single records, and then dragging the available fields over into the “Columns in template” area and reordering them as desired.

Just doing this will give you a decent looking report, but there’s a lot more possibilities!

For instance, would you like totals for certain columns? No problem – just add them in.

You can add in Headers and footers using the built-in rich text editors. This can include both text and images, so adding a logo to a printed report is no problem.

If you need to get fancy, you can even add in custom CSS styling – this gives you more or less complete control of how your printed report or form looks.

And when it’s done, you can export to Excel, save as PDF, or even email it to the recipient directly from SharePoint.

This is handy if you need to share information contained in SharePoint with other people in your organization who don’t have access to your site – or, even share it with people OUTSIDE your organization, making it a great solution for sending out invoices or other documents to your external partners.

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