---
title: Generating a Quarterly Printout
description: learn how to generate a quarterly printout
---

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# Generating a Quarterly Printout

The **Quarterly Printout** feature in **Bloom Growth** allows you to generate a structured PDF summary of your **Quarterly Meeting**, including the Business Plan, Quarterly priorities, KPIs, and other essential meeting details.

---

#### **Generating a Quarterly Printout in Better Bloom**

To generate a **Quarterly Printout** in the **Better Bloom** version, follow these steps:

1. Click the **Meetings List** from the **left navigation bar**.
2. Click the meeting where you want to generate the Quarterly Printout.
3. Click the **three dots (⋮)** next to the agenda.
4. Select **Generate quarterly printout**.
5. Check the itemsyou want to include in your Quarterly Printout.   
   *(Note: Headlines and To-Dos are unchecked by default, as they are not part of Quarterly Mapping.)*
6. Click **Generate**.
7. Your Quarterly Printout will now be generated. You can choose to **save it as a PDF** or **print it directly**. 
   
    

---

#### **Quarterly Printout Contents**

The Quarterly Printout includes:

The printout contains exactly the sections you tick in the dialog, in the order below. Each section is headed with whatever your organization calls it, so an organization that renamed **Goals** to **Quarterly Priorities** sees that name instead. Every section repeats the meeting's name, the date the printout was generated and your organization's name at the top of its page, and a section you selected that has nothing in it prints a short *No …* line rather than being left out.

- **Cover page** — your organization's logo, the printout's heading and the date, followed by a table of contents listing every section you included and the page it starts on.
- **Goals** (your Quarterly Priorities) — the quarter's priorities grouped by the person who owns them, with each owner's name and avatar. Every priority shows its title and a status pill reading **Done** or **Not done**: a strategic session reviews a priority as finished or not, so On track, Off track and Not set all print as **Not done**. The section opens with your future date and your Growth Goals headers.
- **Headlines** — the meeting's headlines, grouped by owner.
- **Business plan** (your Growth Plan) — the plan as its tiles, laid out in two columns down the page: BHAG, Core Focus, Core Values, Marketing Strategy, 1-Year Goals, 3-Year Vision, Quarterly Goals and Long-Term Issues. A tile you haven't filled in reads *Not set.*
- **Organizational chart** — your live org chart drawn as the full seat tree, each seat showing its position title and its department band, colour-coded by department the same way it is on screen. This is the only section that depends on a permission — see **Troubleshooting** below.
- **To-dos** — the meeting's to-dos grouped by owner, each with its due date.
- **Issues** (your O&O list) — split into **Short Term** and **Long Term**, and grouped by owner within each.
- **Metrics** (your Weekly KPIs) — each KPI grouped under its owner, showing the KPI's title, its goal, and one column per week with the value recorded for that week.

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