Differences

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--- cats:procedures:reports:makeareport [2024/02/22 14:22] – added password description to Printout Settings 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.
-    * **Customer Account**: If you specify the "Customer" header, then CATS will prompt you to enter the account code and select the address to use for the customer's information.
+      * 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.
@@ Line 213: / 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:\\