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How to print a bin schedule diary for a single customer in Roundsman

Step-by-step guide to printing a bin schedule diary for an individual customer or location in Roundsman, including how to filter and export the schedule.

Written by Phil Whitehead

The bin schedule diary shows the scheduled collections for a customer or location over a selected time period. You can print or export this from within the customer or location record in Roundsman.

How to print a bin schedule diary for a single customer

  1. Open the customer or location record in Roundsman.

  2. Click the Schedule tab to view the customer's upcoming collections.

  3. Use the date filter to select the period you want to print.

  4. Click the Print or Export button to generate the diary as a PDF or CSV file.

  5. Print or save the file as required.

Tips

  • The schedule view shows all active standing orders for the customer — check that standing orders are set up correctly if collections are missing.

  • To print schedules for multiple customers at once, use the reports module. Go to Modules → Reports and look for a schedule or diary report that covers the required date range.

  • If the Print button is not visible, check that your user account has the required permissions to print reports.

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