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How can I create several PDF reports for a workshop?

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Multiple Cascade strengths reports to PDF team

Cascade can create custom PDF reports for each person in a team or for a workshop. This a massive time-saving feature. You can create all the PDFs, zip them up and email them to your customer for printing.

Creating PDfs in Cascade requires the Bonus Pack with Office 2016, 2019 or Office 365.

There are two parts for the PDF process.

  1. Set up the folder and permissions. Just do this once
  2. Create the PDF files.

1 Set up the Folder and Permissions

Head to the Setting section of the Menu.

Cascade PDF Menu settings

Windows with Office 2016 or 2019

Click on Insert Path to provide the current folder location of your Cascade file. It will insert something like
C:\Users\username\Documents\Coaching\

You may have separate folders for each customer where you can add a Default Sub Folder for the current customer.

Click on the Test Path button to check that the path is valid and it is possible to create PDFs. The procedure creates a small test PDF in the chosen folder, then deletes it.

Mac with Office 2016 or 2019

There is a special article for those with Mac Mojave. It goes through the additional steps to set up the folder permissions.

Security features in Office 2016 and 2019 for Mac only allow automatic processes to save files in a specific folder. It is therefore not possible to save files automatically to your Desktop.

Click on Insert Path and the folder ‘/Users/username/Library/Group Containers/UBF8T346G9.Office/Cascade/’ appears as the Folder Path. For neatness, there is the addition of the /Cascade/ folder to separate the Cascade files from any other applications.

Click on Test Path to see if Cascade can save a PDF file in the folder. See the article Creating PDFs with Mac Mojave for more information.

How to View the Folder

To locate the folder, in Finder select Go then Go to Folder. Paste in the long path shown in Cascade.

Another option is to click on Go at the top menu then choose Library. Find the Group Containers folder, then UBF8T346G9.Office, then Cascade.

Place an Alias on the Desktop

To quickly access the folder in the future, create an Alias (shortcut) on the Desktop. See the support article How to Find your PDF Files for more information.

2 Create the PDF Files

Cascade PDF icon

At the top of a report, click the PDF icon.

Cascade will then create a PDF file of the report for the person or team.

Check the reports

During the PDF creation process, you should see the report move through the names as it generates each PDF file. Do check that the name of the PDF file is the same as the name in the report. On much older and very slow computers, the screen does not have time to display the next report before the PDF file is made. If this happens, set the delay to 1 or 2 seconds. Alternatively, consider investing in a new computer.

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