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Print Parameters and Output Options

You can select several generic options on the report parameter forms.

Note: Not all options are available for all reports, as they are not applicable to a specific report.

Select Profile

Profiles represent different ways of sorting the output of a report. If the report displays sub-totals, these are displayed using the profile selected. If Default Profile is the only profile available for selection, only one profile is defined in Greentree Desktop. If there are multiple profiles available for selection, you can select your preferred profile before running the report.

Note: You can create your own report profiles using Report Writer.

Set Parameters

This table displays the report options that are specific to the report you are printing.

Set Trees for

You can filter the output of reports based on trees defined for the module of the report. If there is text in this field on the reports parameter form, it indicates that the report has a repeating section that references trees for the module. You must select a tree and set branches in the Main tree section.

The output of the report is separated and summarised using the tree and branches you select. Unless you have created your own repeating sections, and understand what you are selecting here, leave this as it defaults for standard reports.

Note: If the report you are running cannot use trees, this field is read-only.

Main tree

If the report you are printing is designed around trees (as indicated by text in the Set Trees for field outlined above), you must select a tree here. Trees is displayed for selection based on what is defined for the module the report is associated with. Once the tree is selected, click the Set Branches button to select the branches to include in the report output.

Click a branch to select it. To select multiple branches, hold down the Shift key and click each branch to include.

For example, you only select the Auckland North branch and the Australia branch. To include all sub-branches of Auckland — North, South, East, and West — click Auckland to include all of them. Click Select to return to the report parameter form, or Cancel to close the form without saving your selections.

Note: If the report you are running is not designed to use trees, this field is read-only.

You can create a tree that contains all masterfiles, either in one main branch, or across multiple branches, to split them for high-level reporting. You can select that tree when you want to ensure the report includes all masterfiles, and not just those assigned to the selected tree. You could also make — for example, the All Item tree a mandatory tree, so that every time a new item is created, the item must be allocated to the tree.

Selection trees, Change

These options are not available.

Output report to (this also reads Printer for some reports)

You can select from one of five pre-defined output options.

Note: Not all of the options are available for all reports.

Printers

Select this option to output the report to a printer. This option is enabled if you have one or more printers set up on the Processing System Status and Setup form. You can select one of the printers from the list displayed. When you select this option, the report is sent to the workstation task processor that processes the report task class.

To put the report processing on hold (for example, so it can be released at a more appropriate time), select the Hold option before clicking OK. This moves the report to the task processor, but it will not process until the hold is manually released using the task queue using the Edit option. You may also select an option to Schedule the report for processing.

You can schedule the report to process weekly or daily, and specify a time for the process to commence (24 hour clock). Click OK to confirm the schedule, or Cancel to close the form. Click the Set button to change the schedule parameters. Once the schedule is set, the report updates to the task processor, and the status indicates the date and time the report is run.

Note: If Auto fax/email is selected as the output method, the scheduling option is not available.

The Run after section displayed on the Add to Task/Print Queue form can also be used to schedule the report for a one-time run. This defaults to the current date and time. If you click in the Dependency field, a pop up displays on screen, displaying a list of other tasks in the queue.

You can select one of the tasks and click OK to indicate that the task you are adding cannot run until the selected task has completed. For example, you may want to complete a balance updating task before running a related report.

To print multiple copies of the report, change the default number of Printed copies.

Click OK to send the report to the task processor, or Cancel to close the form and return to the report parameter form.

Display on screen

Select this option to display the report output to the screen. Clicking the Preview button at the base of the report form also displays the report on screen. Once the report displays, you will able to print it from the print preview to any of the Windows printers defined for your workstation.

Note: If you click the Print button when this output option is selected, it only displays to the screen.

Save as file

Select this option to output the report contents to a text file. If you select this option, enter a filename and directory path into the next field before printing the report. Clicking the Print button creates a file if this option is selected.

Save to PDF (Portable Document Format) file

Select this option to output the report contents to a PDF file. If you select this option, enter a file name and directory path into the next field before executing the request.

Click the Print button to create the PDF file if this option is selected.

Note: The file is output using the print and task queue process.

Save to Excel XML file

Select this option to output the report contents to an Excel file. If you select this option, enter a filename and directory path into the next field before executing the request by clicking the Print button.

Note: The file is output using the print and task queue process.

Select this option to email the report to a single recipient. If you select this option, enter the recipient's email address in the next field. The Print button will activate sending the email if this option is selected.

Note: Use the eReporting module to send reports to multiple email recipients.

Fax

Select this option to fax the report to a single recipient. If you select this option, enter the recipient's fax number in the To name field.

To name

The recipient's name.

To company

The recipient's company name.

Subject

The default value is the report name, but you can change it. You can enter a maximum of 45 characters.

From name

The default value is the Real name of the user who is logged into Greentree Desktop, but you can change it. If the user does not have a real name set up, this defaults to the user's login name.

You can enter a maximum of 45 characters.

From company

The default value is the Company name of the company the user is logged into, but you can change it.

You can enter a maximum of 45 characters.

From voice number

The default value is the phone number of the company the user is logged into and must use phone masking, if in use. You can change it.

From fax number

The default value is the fax number of the company the user is logged into and must use phone masking, if in use. You can change it.

Cover Page

Select the cover page to use for the fax. This defaults from General Fax Preferences but you can change it.

Comments

Enter any comment up to 45 characters. This prints on the fax cover page and also in the body of the text.

Click OK to send the fax generation task to the task queue.

Note: Use the eReporting module to send reports to multiple email recipients.

Address/Filename/Email Address/Fax Number

The field below the Output report to field has a different label depending on the output option that is selected. These combinations apply:

Printers - The field label reads Address if this output option is selected, and the location of printer displays in the field in read-only format.
Display on screen - The field label reads Address if this output option is selected, and the word Console displays in the field in read-only format.
Save as file and Save to PDF file - The field reads Filename if this output option is selected, and enter a filename and directory location for the file to create. Click the Browse button to search if required.
Email - The field reads Email Address if this output option is selected, and you must enter the recipient's email address.
Fax - The field reads Fax Number if this output option is selected, and you must enter the recipient's fax number.

Print As

The option to Print As text or graphics defaults in read-only format using the output method you select.

Show Definition

Select this option to print the report definition as well as the report. If you select this option, a separate page prints at the end of the report containing the definition.

Save Selection

Click this button to save your report definition for future selection. When you click the button, you are prompted to enter a name for the selection to save.

You can re-run this report at some time in the future using the same selection criteria by recalling the saved selection (by name) using the Reports > Saved Selections menu.

Preview

Click this button to preview the report on screen before printing it, regardless of which output option you have selected. Use it to confirm that the report is what you expected before you print it or send it to a recipient.

Once the report displays, you can print it from the print preview to any of the Windows printers defined for your workstation.

You can also open the report in another application (PDF, Excel, or text format) from this form.

Quick Print

Click this button to print the report to your default printer.

Click this button to print the report via the print and task queue if you have one set up. If you do not have a print and task queue set up, clicking this button does a Quick Print.

Cancel

Click this button to close the report form.