Print

Print a View

When your current View shows a collection of records, you have a couple of printing options.

To print the view showing in the current page:

1. Click the Wrench icon
2. Click Print this View
   The page of records you are currently viewing is displayed in a new window, as a preview.
3. Use the web browser controls to print the page or save it to a file.

To print multiple records, or all records in a view:

1. Click the [More Actions...] button
2. Click Print
   A dialog opens with additional options.

You can choose to:

• Modify the list of records selected from the current view
• Choose one of the available views, to print all of the records it contains.
• Choose to format the records using an existing Form layout or a Print Template.
  (If you choose Print Template, and none exist, a button appears to let you create one on the spot.)
• Choose Portrait or Landscape mode for the printer

A PDF containing the results is generated in the background, and a message is sent to your inbox when it is ready for you to download.

Print a Record

You can also print an individual Record.

To print a Record

1. Visit the Object Record.
2. Click the [Print] button
   A dialog box opens with printing options.
3. Choose your printing options:
   • Choose to format the record using a Print Form or a Print Template.
     (If you choose Print 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:

	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:

1. Open the Reports tab and select a report to run (click a report name to select it)
2. 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

Advanced Printing

• Create and use Print Templates to design custom printouts for invoices, order forms, contracts, or any other Object.