ISSUE

It is not possible to print Reader materials, like custom dashboards, that are built via portals. Both the delivered auto.pdfs and the static custom .pdfs work, but not portals

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Portals are much more flexible for both formatting and content display, in particular they can dynamically adjust to however many schools or research experiences need to be shown:

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But! https://knowledge.technolutions.com/hc/en-us/articles/360033470231-Portals-in-Reader

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Enter Containers! https://knowledge.technolutions.com/hc/en-us/articles/9542785890459-Data-Containers#what-is-a-data-container--0-0

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https://knowledge.technolutions.com/hc/en-us/articles/8781851211419-Creating-a-Document-Export-Query-with-Configurable-Joins --build query in CJ’s

Using a CJ query, the contents of the export can be limited, and arranged.

https://knowledge.technolutions.com/hc/en-us/articles/360034966132-Scheduling-Document-Exports – helps set up the output

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All of the documents come as a single .pdf, so it isn’t great for anything other than feeding into some sort of document consumption process, or actually printing them. To get a one-off electronic file seems to be WAY to much work.

https://knowledge.technolutions.com/hc/en-us/sections/360006571391-Exporting-Documents all of the documentation on exporting docs

I was able to rebuild the Nutrition Admin .pdf download to behave in test. It is not connected to workflows, so that is not an issue, BUT, the ‘print .pdf’ in the reader application dashboard prints ALL OF THE TABS--and now that we are all showing the Reader Review forms, they will appear when printed from there. Best bet: use the tab within the application.

The bigger problem is GSBS research portal. How do we get that information out reasonably?