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cats:procedures:reports:makeareport [2022/08/08 18:35] – ↷ Page moved from cats:procedures:makeareport to cats:procedures:reports:makeareport amanda | cats:procedures:reports:makeareport [2024/02/22 14:49] (current) – [Printing the Report] tom | ||
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* **Detail/ | * **Detail/ | ||
* **Icons** - Several actions are available here: | * **Icons** - Several actions are available here: | ||
- | * **1. Copy**: Copies all of the settings (filters, orders, and columms) from another saved report format. CATS will call up the list of saved reports and ask you to select one to copy from. [{{: | + | * {{: |
- | * **2. Printer Settings**: Calls up the printer settings dialogue, which will allow you to change the paper printout options for this report. Options changed here will be saved for this one report format only. [{{: | + | * {{: |
- | * **3. Report/ | + | * {{: |
- | * **4. Mark as Favorite**: If you click the star, CATS will mark this report format as a favorite. You will see it listed in your favorites on the homescreen and in the list of saved formats for this type. | + | * {{: |
- | * **5. Save Report Format**: Save the current configuration with the same name or a different one. [{{: | + | * {{: |
- | * **Reset** - If you have made changes | + | * **Reset** - If you there are unsaved |
* **Take Ownership**: | * **Take Ownership**: | ||
====Changing Filters==== | ====Changing Filters==== | ||
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On the left, we have Report header options. Use these options to simplify the printout of the report and remove confusing or confidential information from the header. | On the left, we have Report header options. Use these options to simplify the printout of the report and remove confusing or confidential information from the header. | ||
* **Report header**: Select the type of report header to display. | * **Report header**: Select the type of report header to display. | ||
+ | * Standard: Print the standard report header with the report title and description at the top of the report. | ||
+ | * Customer: Print the letterhead and customer name and address as the report header. You can enter the customer account code and select the address to use. | ||
+ | * None: Do not print the report header information on the report. | ||
+ | * Bottom: Display the standard report header at the end of the report. | ||
* **Display record count in report header**: Checked displays the number of records printing on the report. | * **Display record count in report header**: Checked displays the number of records printing on the report. | ||
* **Display CATS version in report header**: Checked displays the CATS version you are printing from. | * **Display CATS version in report header**: Checked displays the CATS version you are printing from. | ||
* **Display As Of Date in report header**: Checked shows the As Of Date in the report header. | * **Display As Of Date in report header**: Checked shows the As Of Date in the report header. | ||
* **Display selections in report header**: Shows the filters and group/ | * **Display selections in report header**: Shows the filters and group/ | ||
+ | * **Password for XLS/ | ||
+ | |||
+ | < | ||
===Styles & Colors==== | ===Styles & Colors==== | ||
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- | ====Printing the Report==== | + | * ====Printing the Report==== |
Use the buttons on the top menu screen to print the report.\\ | Use the buttons on the top menu screen to print the report.\\ | ||
[{{: | [{{: | ||
- | **File** - Brings you back to main menu \\ | + | **File** - The CATS main menu. Selecting an option here exit the report designer and revert all your changes to the current report format. |
- | **Printer Set-up** - Current printer settings. \\ | + | **Print...** - Select the output using the standard print dialog. \\ |
The following menu options will open the report in the style that you prefer. Any option you choose will ask if you want to save the report. See **Saving a Report Format** below. \\ | The following menu options will open the report in the style that you prefer. Any option you choose will ask if you want to save the report. See **Saving a Report Format** below. \\ | ||
- | **Printer** - Use this to print hard copy to printer. Select printer name and **OK** to continue. \\ | + | * **Printer** - Use this to print hard copy to the printer |
- | [{{: | + | |
- | + | | |
- | **HTML** - Opens in HTML format.\\ | + | |
- | **Word** - Create a word document.\\ | + | |
- | **Excel** - Create an excel document.\\ | + | |
- | **PDF** - Create a PDF.\\ | + | |
- | **Email** - Email this report as an attachment.\\ | + | * **Local** - Save a text file to the user's local drive.\\ |
- | **Email Me** - Email the report to the users email.\\ | + | * **CSV** - Output the report data as a CSV file.\\ |
+ | * **Text** - Save a text file to the user's output directory.\\ | ||
+ | * **Other**\\ | ||
+ | * **Alternate Printer** - Send output to your alternate physical printer. | ||
+ | * **Transfer File** - Save a printer file in the CATS transfer directory. | ||
+ | * **Fax** - Save a printer file to the CATS fax directory. | ||
+ | * **Delete Transfer Files** - Delete all files in the CATS transfer directory. | ||
====Saving a Report Format==== | ====Saving a Report Format==== | ||
There are three ways to save a report: | There are three ways to save a report: | ||
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After you print, CATS will offer you three options involving saving the report: | After you print, CATS will offer you three options involving saving the report: | ||
[{{: | [{{: | ||
- | * **Continue editing**: Returns you to the report designer to allow you to make changes | + | * **Continue editing**: Returns you to the report designer to continue modifying the report |
- | * **Save and close**: Saves the report format with the same settings that you picked before printing. Simply enter a name to save this format.\\ [{{: | + | * **Save and close**: Saves the report format with the name you have entered and closes the report designer.\\ [{{: |
- | * **Close without | + | * **Close without |