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Check-In Reports (Name Badges, Receipts)

At the end of check-in, CDM+ Check-In/Check-Out can produce any number of reports (name badges, receipts, labels, etc.) to any printer connected to the check-in workstation. The most common Check-In Reports you will use fall into two categories: Name Badges and Check-Out Receipts. The Check-In Reports tab on the Check-In/Check-Out Event Records window has the tools you need to set up a new report or to modify or delete an existing report. This screen also includes a default printer setting option. Check-In Reports should not be confused with Check-In/Check-Out Reports.

Sample Name Badge and 3 Sample Receipts

There are two ways to select reports on the list. Placing a check mark beside a check-in report means the report will print at the completion of each check-in. Highlighting the name of a check-in report will open a preview of the report on the right and allow you to modify or delete the report from the list. NOTE: You must check the checkbox next to a report if you want it to print at the end of check-in. You can re-use check-in reports between events. When you create a report, it will appear on the Check-In Reports tab for all events, but it will only print for a given event if you check its checkbox while adding or changing that event. Changes you make to a check-in report will appear when that report is printed for any event.

Adding a New Report

Click Add Report. The Add Check-In Report window will open automatically. Enter a description—this will be what appears on the report list. Then select a label type and click OK.

Next, the Edit Check-In Report window will open automatically. Here you can design your new name badge or receipt (or edit an existing one by highlighting it on the list and clicking Modify).

If you want to use a printer that prints on non-standard-sized paper (such as a Dymo LabelWriter), make that printer your default printer in Windows or Mac OS X before modifying the check-in report. This will allow CDM+ to display the custom paper sizes supported by your printer. 

Editing Reports

On the Edit Check-In Report window, click the item settings button. The General tab allows you to select font (size and color), border and fill.

Select the Drawing tab to add text (such as the name of the group or class), lines and geometric shapes. You can also import a graphic and place it on the badge or receipt.

Click on the Fields tab next. Here you can choose from virtually all the individual and address records fields. Obviously for name badges, you want to place a name field on them. Click and drag a field to the white area of the Edit Name Badge window. Click on the field, select the General tab, and choose the Font, Size, Style, Alignment and Text Color.

To print a barcode to use at Check-Out on name badges or receipts, choose the field Unique ID Barcode.

When you are finished designing your name badge, click Save on the Edit Name Badge window.

Printing Reports

To set up automatic printing for name badges and receipts as each person checks in, check the box beside the report(s) in the left column on the Check-In Reports tab (Check-In/Check-Out Event Records window)

You also can set your default printer on the Check-In Reports tab by clicking the Set Default Printer button. Select the desired printer from the list and click OK.

When check-in reports are printed at the end of check-in, they will print to the printer with no prompts (Destination, Job Setup, Print Dialog, etc.).

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