Generate Itinerary PDF: Difference between revisions

Latest revision as of 10:58, 8 July 2026

EventR allows you to generate a rich PDF containing all the information about your itinerary, allowing you to print it, or send it to people who aren't using the EventR Team App.

EventR Coordinator Hub

You can generate a PDF of your itinerary from the EventR Coordinator Hub, as long as you are an Enterprise-tier organization or higher.

To get started, navigate to the "Itineraries" section, and go to the "Event Information" tab. From here, click the "Generate PDF" button in the top right.

This will open an options menu, in which you can define some details about the PDF.

Image showing the PDF generation menu — You can change how your PDF is generated using the settings on this menu.

Here, you can restructure the PDF by dragging sections around, and disable sections entirely by using the checkboxes on the right.

You also have a few options to choose from to change how your PDF is generated:

Use Original PDF - Generate rows in the style of our Legacy PDF itinerary, in case you need to match existing documents, or simply prefer that style (note that both the Members section and the Condensed Activities option are not supported in the Legacy PDF).
Condensed Activities - Display Activity items as a single line, headed with a date, a name, and a start and end time.
Show User Group Notes - Makes per-member-group notes visible.
Show Member Assignments - Removes all member groups from the items, displaying only event information.
Enable Category Filter - Enables a filter where you can limit what's shown to only certain categories of itinerary item.
Enable Visibility Filter - Enables a filter where you can select to show only items set to certain visibilities.
Enable Status Filter - Enables a filter where you can select items only in a certain status to be shown.

Once you're happy with your options, click "Generate" in the top right. Then, after it finishes processing, click "Open". This will open the PDF in your browser, and from here, you can view it, download it, and print it.

Sample Itinerary PDF Output

@@ Line 1: / Line 1: @@
-[[File:Top area of ECH - Generate PDF highlighted.png|thumb|Top area of ECH - Generate PDF highlighted]]
+EventR allows you to generate a rich PDF containing all the information about your itinerary, allowing you to print it, or send it to people who aren't using the EventR Team App.
-EventR supports the traditional rich Itinerary document that can be generated for printing email or shared to who needs part of the information but doesn't have the app. The button is found on the Itinerary->Event Information page. You can customise the output to just include some of the information.
+=== EventR Coordinator Hub ===
+You can generate a PDF of your itinerary from the EventR Coordinator Hub, as long as you are an Enterprise-tier organization or higher.
+To get started, navigate to the "Itineraries" section, and go to the "Event Information" tab. From here, click the "Generate PDF" button in the top right.[[File:Top area of ECH - Generate PDF highlighted.png|thumb|Top area of ECH - Generate PDF highlighted|center|769x769px]]This will open an options menu, in which you can define some details about the PDF.
+[[File:Eventrwiki-pdfmodal.png|alt=Image showing the PDF generation menu|center|thumb|574x574px|You can change how your PDF is generated using the settings on this menu.]]
+Here, you can restructure the PDF by dragging sections around, and disable sections entirely by using the checkboxes on the right.
+You also have a few options to choose from to change how your PDF is generated:
+* Use Original PDF - Generate rows in the style of our Legacy PDF itinerary, in case you need to match existing documents, or simply prefer that style (note that both the Members section and the Condensed Activities option are not supported in the Legacy PDF).
+* Condensed Activities - Display Activity items as a single line, headed with a date, a name, and a start and end time.
+* Show User Group Notes - Makes per-member-group notes visible.
+* Show Member Assignments - Removes all member groups from the items, displaying only event information.
+* Enable Category Filter - Enables a filter where you can limit what's shown to only certain categories of itinerary item.
+* Enable Visibility Filter - Enables a filter where you can select to show only items set to certain visibilities.
+* Enable Status Filter - Enables a filter where you can select items only in a certain status to be shown.
+Once you're happy with your options, click "Generate" in the top right. Then, after it finishes processing, click "Open". This will open the PDF in your browser, and from here, you can view it, download it, and print it.
+[[:File:Sample Itinerary PDF Output.pdf|Sample Itinerary PDF Output]]
+[[Category:3.4.1]]
+[[Category:3.5.0]]