How do I print a record in Web Edition?

  • Updated

Applies to: Web Edition

There are multiple ways to print records in PastPerfect Web Edition. You have the option to print directly from a record itself, from a Query screen, and from a Catalog or Contact List.

Print an individual record:

  1. Go to the record you want to print.
  2. Expand any accordions that contain information you want included on your printed record. The printed record will also include the data from the fields at the top of the record and in Catalogs, the Default Tab fields.
  3. Click "Print" at the top of the record.
  4. A new tab will open in your browser with a preview of the record. You will have two options for printing the record: "Print" and "Save as PDF".
    • When you click the "Print" button, your browser's Print window will open. You can then adjust the print settings and print to your local or network printer.
    • When you click the "Save as PDF" button, it will open a small modal window where you can update the File Name, select the document's orientation, and choose a paper size.  (Please note that a file name is required.)  Then click the "Generate PDF" button to create the document.  Depending on the default app for PDF files on your computer and your browser's settings, the PDF may open in a new tab in your browser, automatically download to your computer, or you will be prompted with a File Explorer window where you can save the file to a specific location on your computer.

Print reports including information from multiple records using Web Edition's Query screens:

  1. Go to the Query screen for the program area where you want to print record information from.
  2. In the Filter & Options section, narrow down the records that will appear in your report by building a filter statement.
  3. Select the fields that will appear on the report by using the Option fields.
  4. Once you've selected the fields you want on your report and narrowed your results, click the "Print" button above the Browse Grid.  
  5. Select your desired report layout and click the "Preview" button.
  6. A new tab will open in your browser with a preview of the report. You can then use either the "Save as PDF" or "Print" buttons to download or print the report.

Print reports including information from multiple records through Catalog and Contact Lists:

  1. Select "Catalogs" from the Navigation Bar and then click "Catalog Lists & Inventory" or select "Development" and then click "Contact Lists".
  2. Click on a list name to open the list.
  3. Click the "Print" button.
  4. Select your desired report layout and click the "Preview" button.
  5. A new tab will open in your browser with a preview of the report. You can then use either the "Save as PDF" or "Print" buttons to download or print the report. 

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