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Combine Reports into One PDF
There may be times when you want to combine reports for one person into a single PDF. This provides just one file to pass on to your client. It also makes it easier for your client as they have everything in a single document.
Cascade is designed to print one report at a time or one report for a whole team. However, it is possible with a little finger work to collate several reports for one person into a single PDF.
- Prepare the reports for the relevant person.
Select their name in the Menu so the Individual reports adjust for that person.
- Click on the tab for the first report.
- Hold down Ctrl (Command on Mac) and click on the tabs for the other reports. This will highlight the chosen tabs.
- Use File, Save As, choose a folder and enter a filename. Set the Save as Type to be PDF, then click on Save.
The PDF file will then contain several pages for the reports you chose.
A popular choice is to combine the Personal Insights, the Bring & Need and the My 34 reports for a person.
When working with a large team, it may be easier to create separate reports for the whole team with the automated options in Cascade. See Print Reports for a Whole Team.