Difference between revisions of "Print"
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==Print a View== | ==Print a View== | ||
When your current [[View]] shows a collection records, you have a couple of printing options. | When your current [[View]] shows a collection records, you have a couple of printing options. | ||
Revision as of 23:45, 13 January 2012
Print a View
When your current View shows a collection records, you have a couple of printing options.
Print a Record
You can also print an individual Record.
- To print a Record
- Visit the Record.
- In the sidebar, click Actions
- Choose the Print option.
A dialog box opens with printing options. - Choose your printing options:
- Choose to format the record using a Print Form or a Document Template.
(If you choose Document Template, and none exists, a button appears to let you create one on the spot.) - Choose Portrait or Landscape orientation for the printer
- Choose to Open in a New Window or Save as Document
The generated format depends on your choice and the type of template:
- Choose to format the record using a Print Form or a Document Template.
Save as Document Open in a New Window JSP template PDF HTML HTML template Word template Word document PowerPoint template PowerPoint file
Print a Report
To print a Report:
- Open the Reports tab and select a report to run (click a report name to select it)
- Click one of the buttons that appears at the top of the report:
- [Print HTML] - Construct an HTML that can be printed or saved from your browser
- [Excel Print] - Create an Excel-format file. From your browser, open it in Excel or download it and save it.
- [Export] - Create a CSV (Comma-Separated Value) file that can be downloaded and used elsewhere.
- Learn more: Options in Reports
Print a Record
- To print a Record
- Visit the Record.
- In the sidebar, click Actions
- Choose the Print option.
A dialog box opens with printing options. - Choose your printing options:
- Choose to format the record using a Print Form or a Document Template.
(If you choose Document Template, and none exists, a button appears to let you create one on the spot.) - Choose Portrait or Landscape orientation for the printer
- Choose to Open in a New Window or Save as Document
The generated format depends on your choice and the type of template:
- Choose to format the record using a Print Form or a Document Template.
Save as Document Open in a New Window JSP template PDF HTML HTML template Word template Word document PowerPoint template PowerPoint file
Advanced Printing
- Use Print Templates to design forms for personalized invoices, order forms or contracts, etc.