Printing reports and report profiles

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  1. Choose File > Print Reports.
  2. In the Print Reports screen, double-click any reports and/or report profiles to add them to the Selected Reports list and specify the desired print options for each report.
  3. Click the Print Selected button to open the Print dialog.
  4. If you want page numbers to continue across all of the reports and profiles that you're printing, mark the Continue page numbering across reports/profiles checkbox and select a starting page number. Otherwise, page numbering will restart at 1 for each report.
  5. Mark the checkbox for each output you want to use for this report.
    • Printer. Select the appropriate printer and then specify the number of copies to print, the page range, and whether to print duplex or single-sided pages.
    • FileCabinet CS. This option is available when your company is licensed for FileCabinet CS and it is installed. When you print to FileCabinet CS, the application opens the FileCabinet CS Documents dialog, where you can select the FileCabinet CS location, document names, and other document options.
    • File. Select the file type and specify the location in which to save the reports. For Adobe Acrobat (*.pdf) files, you can password protect the documents, if desired.

      When you mark the Open file when complete checkbox, the application automatically opens the documents in the default application based on the selected file type.

  6. Click OK to print the reports to the selected outputs.

Notes

  • To print reports for multiple clients, select is in the list, is in the ID range, or is in the name range in the Client drop-down list in the Client section. When using is in the list, click the Ellipsis Ellipsis button button to open the Multiple Selection dialog. Select the appropriate clients from the list and click OK to print report data for those selected clients only.
  • To save report options currently specified for all of the selected reports that are not within a report profile, click the Save Report Options button.
  • To change the order in which the reports are printed, click and drag a report or report profile to move it to the desired location in the list.
  • To preview the selected reports and report profiles prior to printing, click the Preview Selected button.

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