Printing and Saving Reports

You enter your client’s themes into Cascade and the reports look great on the screen. How can you print them out, save them as a PDF or insert them into PowerPont?

Cascade strengths reports strengthsfinder print settings workshop teamHere we look at various options to print and save the Cascade strengths reports. We describe how you can easily create reports for a whole team or workshop and provide tips along the way.

We will also point out some of the differences between Windows and Mac systems.

On this page we cover
Basic Printing
Saving a Report as a PDF
Creating Multiple PDF Reports
Inserting a Report into PowerPoint

Use and Distribution of Reports

You are welcome to distribute the Cascade Strengths Reports to your clients or staff, that is the main intention. What you cannot do, is sell the reports. This contravenes Gallup’s copyright licence.

For licencing and copyright reasons, the report footer and registration details must be kept intact on the reports. The content includes Gallup’s IP and we need to respect their material.

Please Contact Us if you have any questions.

Basic Printing

Most of the reports are ready to print directly from the tabs in Cascade.

Click on File, Print, then click on the Print button. The page will adjust to the paper size in your printer, usually A4 or Letter.

On the Team tab, check the number of pages to print, it may default to more than necessary.

Centralised Printing

print Cascade strengths reports for a workshopAnother way to print is from the Select Names tab. In the yellow box, select the person from the drop-down list. On the right of the report name, click on the Print 1 button to print that report for the chosen person. This saves moving to the report tab to print out each report. It also means you can select a person and quickly print the reports you need.

The Bonus Pack reveals the option to Print All on the Select Name tab. It is a quick way to produce the reports for everyone in your workshop or team. Resorting to your default printer, it prints the report for each person shown on the Team tab.

Team Grid

The Team tab has a few extra features to adjust the page to your liking.

Hide Blank Rows
Firstly, remove any excess blank rows so you don’t print out 16 pages for your team of 10 people. Click on the arrow by the Name column to show the drop-down list. Untick the name zzBlanks which is right at the bottom. All the blank rows should then disappear.

Print the Domain Totals
Some coaches like to print out the Domain totals on the right of the page. Select Page Layout from the top menu then click on the small icon to open the Page Setup box. On the Sheet tab, set the Print Area to be E1:AT507. Afterwards, return the setting to E1:AO507. If you have the Go Large module, replace 507 with 2007.

Clean up the Page
The Team Grid has extra buttons to show or hide some of the rows and columns. This makes it easy to tailor the page to your liking. You can also resize the width of the Name column to include those with longer names.

Excel Tip for WindowsPrint Preview Cascade Strengths reports Excel shortcut

Add a Print Preview button to the Quick Access Toolbar at the top of the screen. You can then see a Print Preview with just one click.

Click on the Quick Access Toolbar customize button, then select Print Preview from the list.

At present, there is no shortcut feature for Print Preview on Mac.

Go Big

Many of the reports, especially those for teams, look great blown up big. They resize well on A3 or A2 paper. If you don’t have access to a large printer, a local copy shop can usually print the page for less than a cup of coffee. An A2 example of the Team Summary is in the March 2018 edition of Cascade Connection.

Saving a Report as a PDF

Cascade strengths reports to PDF There are a few ways to save a report as a PDF and these differ for Windows and Mac computers. Once a report is saved, you can then email it to your client.

Choose to the report you want to turn into a PDF.

Windows – Click on File, then Save As and browse to the folder location for saving the file. In the Save as Type, select PDF (*.PDF) and name the file for the person/report.

Mac with Office 2011 – Click on File, then Save As and select PDF for the file Format. Choose the option for Worksheet, not Workbook. 

Mac with Office 2016 – Click on File, then Print. In the bottom left corner select PDF. Make sure the Print setting is for Active Sheets, not Active Workbook.

Print to PDF

Some computer installations, both Windows and Mac, may have a Print to PDF feature. It can come with the operating system or is a third-party utility. (Print to PDF, PDF Converter, Wondershare are a few examples). Here you can set the utility as the default printer, then print your Cascade reports in the normal way. The print utility captures the page and saves it to a PDF.

Note: This feature or any third-party utility is outside of Cascade and we are not able to provide technical support. You will need to be self-sufficient to use this method.

 

Creating Multiple PDF Reports

Multiple Cascade strengths reports to PDF teamA new feature (available from version 2.0r02a) can create custom PDF reports for each person in a team or for a workshop. This feature requires the Bonus Pack.

Due to the complexity of the coding and limitations with older versions of Office, this feature does not run on Office 2011 for Mac.

There are two parts, the setting up of the folder and the creation of the PDF files. Scroll to the bottom of the Select Name page to see this panel.

create PDF Cascade Strengths report

Click on the guide below for your computer.

Windows with Office 2010, 2013 or 2016

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

If you have separate folders for each customer, add the name of the sub-folder. For example
• C:\Users\username\Documents\Coaching\Company1\

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 (Office 2011 is not supported)
Security features in Office 2016 for Mac only allow automatic processes to save files in a specific folder. It is 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 path. For neatness, there is the addition of the Cascade folder to separate the Cascade files from any other applications.

If you have several big customers, you may want to create additional sub-folders. You can add the sub-folder name onto the path in the yellow box. Click on Test Path and Cascade will create the folder if it does not already exist.

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.
In Finder, right-click on the Cascade folder to create an Alias. Copy and paste the Alias to the Desktop.

Office 2011 for Mac is no longer supported by Microsoft and the different code set causes unreliable results when creating PDFs.

 

Creating Bulk PDF files

Once the folders are set up and the tests are OK, you can create your PDF files.

  1. On the Team tab, select the names of those whom you want to create the personalised PDF files.
  2. At the top of the Select Name tab, click on All to PDF next to the report you want to create.
  3. You are given an option to enter a further sub-folder, specific to this set of reports. For example, you may want to call it Workshop 1 or Insight Reports. You can leave this part blank.
  4. Depending on the speed of your computer, the generation of each report may take a second or two.
  5. You will then have the reports for each person in the chosen folder. The file names will look similar to ‘Richard Sterry – Personal Insights.pdf’

Finally, you can zip up all the reports to send to your customer. Locate the folder in Windows Explorer or Mac Finder.

  • In Windows Explorer use Ctrl+A to select All the files in the folder. Right-click on the selection and choose Send To then click on Compressed (zipped) folder.
  • In Mac Finder, use Command+A to select All the files in the folder. Right-click on the selection and choose Compress Items to create the .zip file.

This will combine and compress all the PDF reports into a single file. Rename the .zip file with your workshop or report name and email it to your customer.

 

Inserting a Report into PowerPoint

Cascade strengths reports to PowerPointDisplaying your Cascade reports and charts in PowerPoint creates a visual impact for your workshop. Here are a few options;

Screen Clipping is quick and easy.

  1. In PowerPoint click on Insert from the menu.
  2. Click on the drop-down arrow below Screenshot and choose the Screen Clipping.
  3. When the screen goes pale, grab the area of the screen you want to include with the mouse.
  4. Releasing the mouse button will insert the chosen area into the PowerPoint slide.

Tip: To increase the quality, show Cascade on a larger screen before taking the clipping. There is also a zoom slider in the bottom right corner of the page to adjust the size.

Inserting a PDF uses an existing report.

  1. In PowerPoint click on Insert from the menu.
  2. Click on Object (towards the right of the menu).
  3. In the Insert Object box, select Create from file and browse to the location of the PDF.
  4. The PDF then appears on the PowerPoint slide.

Copy and Paste may not be possible as many of the cells in Cascade are locked. Use one of the options above.

 

Further Help

The information here helps you to make the most of the Cascade strengths reports as you prepare your workshops and coaching sessions. Please let us know if anything is unclear or you require additional assistance.