Print

Mass View Print

For more information on Mass Print on Selected Record, see [1]

Print a Record

You can also print an individual Record.

To print a Record

1. Visit the Record.
2. In the sidebar, click Actions
3. Choose the Print option.
   A dialog box opens with printing options.
4. 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:

	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 Document Templates to design custom printouts for invoices, order forms, contracts, or any other Object.