The following procedures explains how to print a report:

  1. Open the module that contains the data that you want to print. For example, to print the base report of Account setup for Customers, open the Strategic Asset Management module.
  2. On the module’s area page, in the Reports section, click the report that you want to print. For example, to print the Account setup for Customers report, click Base > Account setup for Customers. A form is displayed, where you can enter parameters to filter the data that is displayed on the report. The form also displays the destination that the report is printed to.
  3. Enter any parameters that you require. For more information about how to enter parameters to filter the data, see Filter the data on a report.
  4. Click Destinations. (Printing to the screen is the default destination.) The Print destination settings form is displayed.
  5. Select the destination to print the report to. The following table lists the options and describes the additional steps that you must follow for each option.
  6. Click OK to print the report to the selected destination once you have selected a specific destination for the report.

Print destination

Description of the additional steps

Print Archive

·  In the Page range area, specify the pages of the report to print.

·  Click OK to close the Print destination settings form.

·  How to print a report from the archive:

  • If you saved a report to the print archive, you can use the following steps to print the report from the archive.
  • Click Organization administration > Inquiries > Print archive.
  • On the Overview tab, select the report to print.
  • Click Print preview. The report is displayed in a PDF viewer, such as Adobe Acrobat.

Note

To print the report, you must open the report in a PDF viewer. You cannot print the report from the print archive by clicking the Print button.

  • Print the report from the PDF viewer.

Screen

  • If you want to save a copy of the report in the print archive, select the Save in print archive? check box.
  • In the Page range area, specify the pages of the report to print.
  • Click OK to close the Print destination settings form.

Note

When you print a report to the screen, you may not be able to view all the data on the report if the text size on your computer is set to Larger – 150% in the Control Panel (Start > Control Panel > Appearance and Personalization > Display).

Printer

  • If you want to save a copy of the report in the print archive, select the Save in print archive? check box.
  • In the Name field, select the printer to print to.
  • Click Properties to configure options for the printer.

Note

If you change the page layout orientation, your change will not be honoured when the report is printed.

  • In the Page range area, specify the pages of the report to print.
  • In the Copies area, enter the number of copies to print.
  • Click OK to close the Print destination settings form.

File

  • If you want to save a copy of the report in the print archive, select the Save in print archive? check box.
  • In the File name field, enter the name and location of the file to save the report to.
  • In the File format field, select the format of the file that the report is saved to.
  • In the Page range area, specify the pages of the report to print.
  • Click OK to close the Print destination settings form.

E-Mail

  • If you want to save a copy of the report in the print archive, select the Save in print archive? check box.
  • In the To and Cc fields, specify who receives the email message by entering email addresses.
  • In the Subject field, enter the subject of the email message.
  • In the File format field, select the format of the file that the report is saved to. This file is attached to the email message that is sent.
  • In the Page range area, specify the pages of the report to print.
  • Click OK to close the Print destination settings form.