You have the option of printing or exporting reports when they are generated. A report can also be saved or emailed directly to a user from the system.
NOTE: While the steps described below are shown for the Annual Report, the same steps can be used for all reports in the application.
Steps to Print a Report
Click Reports > Annual Report > Annual. The Annual Report screen displays as shown below.
Fill in the fields on this screen as needed. These fields are described in the Annual Report section.
Click Generate. The generated report displays as shown below.
Click Print. The Print window displays as shown below.
Edit the print settings as necessary.
Click Print.
NOTE: When printing a report, the report header displays on the first page only, even if you select Display on all pages.
Steps to Email a Report
Click Reports > Annual Report > Annual. The Annual Report screen displays as shown below.
Fill in the fields on this screen as needed. These fields are described in the Annual Report section.
Click Generate. The generated report displays as shown below.
Click Export. If exporting after generating, The Export Options dialog box displays as shown below. If exporting without generating, select an export format from the Export drop-down menu and proceed to step 7.
Under Export Options, select an export format.
Click Export to open or save the report, or click Email to send the report electronically to one or more users. If you clicked Export, proceed to step 7. If you clicked Email, proceed to step 8.
After clicking Export, a window displays as shown below. Click Open or Save to open or save the report.
The Send Report by Email screen displays as shown below, with the report automatically attached in the format you selected in step 4.
NOTE: The sender's address will automatically be populated based on the User Email or Action Office Email. User Email displays the logged-in user's address. Action Office Email displays the address of the user designated for the Action Office.
Fill out the fields on this window as needed. These fields are described in the table below:
Field | Description |
From Email Type | Email type from which the message will be sent. Options include User Email |
From Email | Email address for sender of outgoing message |
To | The email address of the new user. |
Cc | The email address of another person/user that should receive this message. |
Bcc | The email address of another person/user that should receive this message which will be anonymous to other recipients. |
Subject | Subject line of the outgoing email |
Delivery receipt | Notifies the sender once the message is read by the new user. |
Read receipt | Notifies the sender once the message is received by the new user. |
Email Body | Message body to include with the outgoing report email |
Click Send to deliver your message.
NOTE: When delivering invoices electronically, click the Print, Export, or Email button. The Email method will default to the requester email field. You can also use this method when you want to select an email template and log the email as part of the Correspondence Log.