Printing Reports

When you print a report, the report data is first sent to the report generator and then to the printer. The system uses printing options as set on the Report Options form or the Intranets form. You can select a printer other than your default printer. You can also preview the report before you actually print it.

Note: When a specific report has associated profiles on the Customer Document Profile form, and that same report also has a configured printing option on the Report Options form, the report output is generated based only on the associated customer document profiles.

To print reports:

Open the Report Options form.
1. In the Output Format field, verify that Printer or Cloud Print is selected.
  
  If no option record exists for your report, the report output defaults to the format as set on the Intranets form. The default output format on the Intranets form is Acrobat Format (PDF).
  
  Note: If the Printer or Cloud Print output format is not selected on either the Report Options form or the Intranets form, the output does not go to a printer.
2. Optionally, in the Email Notification field, select Yes to receive an email notification when the report is processed and generated.
  
  You will also be notified if the Send Email Notification check box is selected on the Intranets form.
  
  Note: You will receive an email through the email address as specified in your record on the Users form.
3. Save the changes.
Open the report form and define the report parameters.
Optionally, to send output to a printer other than your default printer, perform these steps:
1. Click Select Printer to open the Report Options form.
  
  Note: In this step, the Report Options form opens with limited functionality. This functionality is restricted to allow you only to select a printer. To make other changes to the report options for this report, you must perform Step 1.
2. In the Printer Name field, specify the name of the printer to use.
3. Save and close the Report Options form.
  
  Note: You can select different printers for successive print jobs, but you must be careful: TaskMan uses the printer you have designated at the time it runs the print job.
  Suppose, for example, that you queue up one print job to use Printer A and then a second print job to use Printer B. If TaskMan already had a queue and did not pick up the first job before you switched printers for the second job, then TaskMan uses Printer B for both print jobs.
  To be safe, it is best to let one print job finish, if possible, before initiating the second print job.
Optionally, preview the report output.
Click Print.