Before you begin
Print Room requires Coach or a higher plan, or an active premium trial. On Free, opening Print Room shows an upgrade message. Open the Team Hub with access to the source module. Open Print Room from the item you want to print. It shows settings and presets for that item. A saved preset stores settings, not a frozen copy of the underlying records.
Steps
- Open the playbook, scout book, account ledger, fundraiser report, scouting report, or event section you want to print. Use its print or PDF action.
- Print Room opens over your current page with that source selected. Choose an available preset or adjust the default settings.
- Choose Orientation and Spacing. Set date limits where offered and choose the entries, variations, sections, or players to include. A Coach Card requires exactly one section.
- The preview generates automatically and updates as you change valid settings. Check the PDF before using its download or print controls. On narrow screens, switch between settings and preview as needed.
- Choose Save preset, supply a name, and select Private or Team visibility where permitted. Save the preset to reuse the configuration later.
What to expect
The preview is generated from current authorized source data on Letter paper with Formation branding. Reopening a preset restores its settings. If you change settings, output controls wait for the updated preview. Closing Print Room returns you to the source page.
Manage presets
Use Save preset to update a preset you can edit. Save as creates a separate copy. Delete preset asks for confirmation and removes the configuration, while leaving source documents available. Sharing a preset does not grant access to source records the recipient cannot read.
Troubleshooting
Missing or inaccessible document means the saved source is no longer available to your account. Close Print Room and open an accessible source. If a saved selection is missing, reset that selection before generating. Check that the end date is on or after the start date. Required groups need at least one item; a Coach Card needs one section.
Preset needs updating indicates an unsupported configuration version. Reset to the default settings and save a new preset. Use Retry after a loading error rather than assuming an old preview reflects current data.