Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Create and Manage a Catalog Export

Prev Next

The Catalog Export feature allows you to download a customized .TXT file report of your Catalog. Catalog exports can be used to create activity brochures in InDesign or other programs.

Catalog Export

Instructions

  1. Log in to Recreation Management

  2. Navigate to ReportsNavigation menu for Recreation Management with highlighted Reports section.

  3. Search for and select the Catalog Export reportReports page with and active search and selection highlighted for Catalog Export Report.

  4. Fill out the desired fields: Catalog Export Wizard interface for managing activity filters and export options.

    • Format: Choose a format from the drop-down

    • Template: Select a template from the list or create a new template

    • Activity Filter(s): Choose the activities/sessions you wish to include in the report

    • Tab Filter(s): Check to filter by catalog tabs

    • Location Filter(s): Select any specific locations

    • Show Discount/Membership Fee For These Discounts: Include the discount fee for any desired discounts

    • Instructor Filter: Search for and select specific instructors

    • Admin Filter: Filter down by specific admin

    • Activity Sort Order: Choose the order to display the activities

    • Session Sort Order: Select the sort order for sessions

  5. Click Download Export buttonExport Catalog Report highlighting the Download Export button.

    Note

    The export may take a few minutes to prepare before the download begins. Repeat clicks will restart the process.

Create a Catalog Export Template

This article will show you how to create a Catalog Export Template in Recreation Management. Catalog exports can be used to create activity brochures in InDesign or other programs.

Instructions

  1. Navigate to the Configuration tab, select the Templates menu, then select Catalog Export Templates. Left Hand Navigation menu highlighting the path from the configuration tab to catalog export templates.

  2. Click the New Template buttonNew Catalog Export Template list screen highlighting the New Template button.

  3. Fill in Settings fields  Create a new template screen with the Settings tab highlighted showing all the setting fields.

    • Label/Description: Name your template (Example: Summer 2019)

    • Date Format: Choose how you want your session dates to display in your export. Valid formatting options are:

      • Month: m or mm

      • Date: d or dd

      • Year: yy or yyyy

      • Example: dd/mm/yyyy, mm/dd/yyyy, mm/dd/yy, dd/mm

    • Time Format: Choose how you want your session times to display in your export. Valid formatting options are:

      • Hours: h or hh

      • Minute: mm

      • AM/PM: A

      • am/pm: a

    • Repeat AM/PM on Time Range: Leaving this box checked will repeat the AM/PM formatting selected above

    • Day of Week Formats: Choose how many characters you want your days of the week to display in your export

      • Example: M, Mo, Mon, Monday

    • Price Format: Select how you want your session prices to display in your export. Valid formatting options are:

      • Full: $1.00

      • Basic: $1

    • Free Program Display: Type how you want your free sessions to display in your export

      • Example: Free or $0

  4. Click Save New Catalog Export Template Create a new template screen with the Save New Catalog Export Template button highlighted.

  5. Navigate through the remaining tabs and customize as needed

    • Header: The Header template is included at the top of the exported file. Create a new template screen with the Header tab highlighted showing all the header fields.

    • Tabs: The Tab template is included once for every catalog tab in the exported data. Create a new template screen with the Tabs tab highlighted showing all the tabs fields.

    • Categories: The Category template is included once for every category within each tab in the exported data. Create a new template screen with the Categories tab highlighted showing all the category fields.

    • Activities: The Activity template is included once for every activity within each category in the exported data. Create a new template screen with the Activities tab highlighted showing all the activity fields.

    • Activity Locations: The Activity Location template is optional but can be used to break sessions apart by location within a given activity. It is included once for every different location within each activity in the exported data.  Create a new template screen with the Activity Locations tab highlighted showing all the activity location fields.

    • Sessions: The Session template is included once for every session within each activity or location in the exported data.  Create a new template screen with the session tab selected showing all the session fields.

    • Session Schedule: The Session Schedule template is included once or more for every session within each activity or location in the exported data.  Create a new template screen with the Session Schedule tab highlighted showing all the session schedule fields.

  6. Click Save Catalog Export TemplateCreate a new template screen with the Save New Catalog Export Template button highlighted.

Catalog Export: InDesign Import Assistance

This article will show you how to import a file into InDesign, once you have already exported the activity information out of Recreation Management. This tool will assist you when you create Brochures.

Once you have successfully exported your Activity List out of Recreation Management, please use the instructions below as a guide to import the information into InDesign.

Important Note:

Recreation Management is in no way affiliated with, nor do we support InDesign. If you require assistance not covered in this document, we encourage you to visit the InDesign website or consult InDesign Support.

Instructions

  1. Click the New button on the InDesign Import AssistantInDesign Assistant New Document button highlighted.

  2. Fill in the fields (Recommended Specs) InDesign New Document Fields.

    • Document Preset: Default

    • Intent: Print

    • Number of Pages: 1

    • Start Page #: 1

    • Facing Pages: Check to apply

    • Primary Text Frame: Do not select

    • Page Size: Letter

    • Width: 8.5 in

    • Height: 11 in

    • Orientation: Portrait

    • Columns:

      • Number: 1

      • Gutter: 0.1667 in

    • Margins:

      • Top: 0.5 in

      • Bottom: 0.5 in

      • Inside: 0.5 in

      • Outside: 0.5 in

  3. Drag and drop the Rec Brochure Export Empty In Design document page with a highlighted data export to drag and drop.

  4. Drag the text box onto the page to place the content Text box view of a data document that's been drag and dropped or uploaded.

  5. Open the Window tab, select Styles, and then Paragraph Styles to view the ParaStyles Palette Window tab opened and highlighting the Styles selection and then Paragraph Styles option.

  6. View imported Paragraph Styles A view of Paragraph Styles list with the tab highlighted.

  7. Adjust the Paragraph Styles to format and click the Ok buttonA list of the Paragraph styles for editing and the OK button highlighted for selection after editing.