Steps
to Complete the Report Printing OptionsFrom the applicable screen, select the Reports menu.
Tips:
1) If accessing the Reports menu from the main screen for a module, select Report Writer - Standard if the report to print is a standard report; select Report Writer - Custom if the report to print is a custom report; select the Report Search option to search for a particular report within that module; select the appropriate group (for example, Employee Reports, Vendor Reports, etc.) as a short-cut to only view reports pertaining to a particular file or item; or select the "favorites" group for your user to view only the reports designated as a favorite for your User ID. (Note: The Report Writer - Custom option is only available if custom reports have been built for the particular module.)
2) If printing a report prior to printing checks during an Accounts Payable or Payroll check cycle, select the Check Cycle menu and then Pre-Check Reports, or if printing a report after printing checks during a check cycle, select the Check Cycle menu and then Post-Check Reports.
3) Within the various option or groups of reports, the custom reports are listed with an icon of a blue pencil.
Select the desired report.
If printing mailing labels, when prompted, select the label setup for which to use by double-clicking on the desired format.
Complete the required report printing options, if applicable.
Steps
to Complete the Report Printing Options
If desired, click the Save Settings button at this time to save the specified report printing options in order to run the report with these exact settings in the future by utilizing the Retrieve Settings button. If you do not click the Save Settings button at this time, the settings must be re-entered the next time the report is generated.
Tip: A report can also be set as a favorite report (for the user) at this time by clicking the Favorite Reports button, or the report can be added to the user's report list accessed under the Reports menu on a module's main screen by clicking the Report List button.
Click the appropriate button for the desired output:
To preview the report on the screen, click the To Screen button.
To print the report directly to the printer (as designated in the Printer Setup option), click the To Printer button.
To export the report to a file, click the Export button and then complete the Export Options as desired.
Steps
to Complete Export Options
Tip: A report previewed on the screen can also be exported to a file by clicking the Export button on the preview screen.
To email the report (as a .PDF or .XLSX file attachment), click the Email button. Refer to the Emailing a Report topic for requirements to email a report.
Tip: A report previewed on the screen can also be emailed by clicking the Email button on the preview screen.
For organizations with the K12Docs module licensed and users with the applicable rights, to upload the report to K12Docs, click the Upload to K12Docs button.
Steps
to Upload a Report to K12Docs
Tip: A report previewed on the screen can also be uploaded by clicking the Upload to K12Docs button on the preview screen.
After the report is printed, click the X in the upper right-hand corner to close the report printing options screen (only applicable if the Auto Close Report Printing Options field in the User Options option is not selected for the user).