Printing Reports to PDF

Setting up Print to PDF

In order to print monthly reports to PDF, there are four steps that must be done the first time. They won’t need to be repeated.

1. In Jewel, go to Maintenance / Properties / General Tab. If the "Show "Print Setup" Before Printing" box is not checked, check it.
2. While still in Maintenance / Properties, click on the “Reports” tab. Look for a report named “Contribution Report – Detail.” If you do not see it, or if you have a “Contribution Report – Summary” then you are fine. Click on the green “OK √” in the upper right to avoid losing your changes, and continue to step #3.

If you DO find “Contribution Report – Detail” in the list of reports, click on it to highlight in blue, then click on the “Delete” box just to the right. Jewel will ask if you are sure. Click “Yes.” Click on “Add” and then choose “Contribution Report – Summary” to replace it.

IMPORTANT! “Contribution Report – Detail” has donor names and donation totals, so should never be distributed to the church board. If you plan to email the “Monthly Reports” as a package, remove this report from the regular monthly reports now so it is not accidentally emailed to the board.

Once the “Contribution Report – Detail” has been deleted and the “Contribution Report – Summary” has been added, click on the green “OK √” in the upper right to save your changes, and continue to step #3.

3. Create a file folder on your desktop, or another location you can easily find, and name it “Jewel Monthly Reports.”
4. Download the free CUTEPDF Converter. (Note: You can use the “Microsoft Print to PDF” printer that is already installed on your computer, but some like this converter much better.)

1. Click on the link: https://www.cutepdf.com/index.htm
2. Click on “Free Download.”

From here on, because of differences in computers, we can’t tell you exactly how to finish the download. It may show up on the bottom left or the top right of your screen. But wherever it shows up, click on it and follow instructions. If your computer asks if you are ok with this program on your computer, say yes.

Printing to PDF

1. Ask Jewel to print a report, either by clicking Print Monthly Reports, or by clicking Print from one of the reports in Reports & Graphs. If your reports start printing immediately, do Step 1 over again. Then come back here and try again.
2. A box should appear that gives you printer choices. Exactly what it looks like will depend on your version of Windows. But you may see a list of printers with a slider to see more, or you may see a drop-down arrow. Whichever one you have, find and choose “CutePDF Writer” or "Microsoft Print to PDF". Then click “Print.”
3. Once you have clicked on “Print,” you will have a chance to name the file and tell your computer where to save it. It may take a few seconds for the next step to appear. If Jewel asks if the reports printed correctly, ignore that for now.
4. Use the navigation tools in the box to find and choose the “Jewel Monthly Reports” folder that you have created.
5. In the “File Name” bar, delete what is there and enter the name of the reports you are saving. (See below for naming tips.) Once named, click on “Save.”

Your reports should now appear in your “Jewel Monthly Reports” folder. If they do not, ask for assistance to get the process set up. Once set up, it should be easier to find, name and save.

Naming Tips

Consistency and System in naming your reports will help you in finding the one you want, once they are in the folder.

To save your Monthly Reports, start with the year, then the month, then the description. “2026-08 Monthly Reports.” This will keep them neatly in chronological order, with all reports for that month together.

If you start with the name of the month, Jewel will alphabetize them. April, August, December, February, which will make the one you want hard to locate.

If you start with the number of the month, after a year, all the Junes for various years will line up together, again, not as easy to locate.

Starting with the 4-digit year will keep them all in order through multiple years, enabling you to easily find what you want when you are ready to attach it to an email.

You can save individual reports the same way, to the same folder. Example: Open “Financial Summary,” click on “Print,” name it “2026-04 Financial Summary Detail” (Using the correct year and month) and save it to the same reports folder on your desktop. Another one: “2026-04 Bank Rec Report.” Print, choose destination folder, name, save, done. That way, all reports from that same month will be lined up together.

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