Generate a Printout For Your Quarterly Meeting

Use the Quarterly Printout™ to create a PDF snapshot of your current meeting data. This would be similar to a Session Packet.

Generating a printout for your Quarterly Meeting (PDF):

  1. Select Meetings from the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Select Quarterly Printout from the menu on the left-hand side.
  4. Check the items you would like to include in your Quarterly Printout (The Headlines and To-Dos are unchecked by default as they would not be part of a Quarterly discussion).
  5. Click Save.
  6. You should now see your Quarterly Printout. You can choose to save as PDF or print

Note: If you receive an error, try generating the printout again, but this time uncheck the Accountability Chart and People Analyzer (if available) checkboxes.

Tip: Customize your V/TO by uploading your Company Logo and choosing a Custom Branding Color! See this article for more information.

Quarterly Printout Contents

  • A title page that includes the date and Core Values
  • Quarterly Rocks
  • People Headlines
  • Vision/Traction Organizer™ (V/TO)
  • Accountability Chart
  • To-Dos
  • Issues
  • Scorecard
  • People Analyzer™ (only available if you have People Tools activated. See this link for additional details on the People Analyzer: Traction Tools Launches People Tools )
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