Differences

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--- cats:procedures:reports:makeareport [2024/02/22 14:14] – Added icon images to the report designer icon description tom
+++ cats:procedures:reports:makeareport [2024/02/22 14:49] (current) – [Printing the Report] tom
@@ Line 183: / Line 183: @@
 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.
+      * 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 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 selections in report header**: Shows the filters and group/subtotal options in the report header.
+  * **Password for XLS/DOC/PDF**: Password to use to encrypt document output.
+<note>PDFs can only be encrypted if PDF encryption is enabled for your instance. Contact New Data Systems for more information.</note>
 ===Styles & Colors====
@@ Line 209: / Line 216: @@
-====Printing the Report====
+  * ====Printing the Report====
 Use the buttons on the top menu screen to print the report.\\
 [{{:cats:procedures:reportdesigner_printmenu.png?|report designer print menu}}]
-**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. \\
-**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 you have selected. \\
-[{{:cats:procedures:reportdesigner_printer.png?|Select printer for output}}]
+  * **HTML** - Opens in HTML format.\\
+  * **Word** - Create a word document.\\
-**HTML** - Opens in HTML format.\\
+  * **Excel** - Create an excel document.\\
-**Word** - Create a word document.\\
+  * **PDF** - Create a PDF.\\
-**Excel** - Create an excel document.\\
+  * **Email** - Email this report as an attachment.\\
-**PDF** - Create a PDF.\\
+  * **Email Me** - Email the report to the users email.\\
-**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====
 There are three ways to save a report:\\
@@ Line 241: / Line 253: @@
 After you print, CATS will offer you three options involving saving the report:
 [{{:cats:procedures:reports:reportdesigner_saveoptionsafterprinting.png|Three options after printing.}}]
-  * **Continue editing**: Returns you to the report designer to allow you to make changes and print again.
+  * **Continue editing**: Returns you to the report designer to continue modifying the report and print again.
-  * **Save and close**: Saves the report format with the same settings that you picked before printing. Simply enter a name to save this format.\\ [{{:cats:procedures:reports:reportdesigner_savereportname.png|Enter a report format name to save this format.}}]
+  * **Save and close**: Saves the report format with the name you have entered and closes the report designer.\\ [{{:cats:procedures:reports:reportdesigner_savereportname.png|Enter a report format name to save this format.}}]
-  * **Close without save**: Reverts all changes to the report format and closes the report designer.
+  * **Close without saving**: Reverts all changes to the report format and closes the report designer.