How To Use Quick Printing Features
Using Quick Print
Wherever you are in Collect! you can pull down the Print menu
and choose Reports and Letters. The Print Report list will be
shown. The reports in this list change depending on where
you are and what form you have open. However, you will
always see " Quick Print" in the list of reports, no matter
where you are when you open the Print Report list.
Choose Quick Print to display the Print Report form. When you
have made your choices for printing options, choose Print.
You will be asked whether you want to "Print all details in
the report." Your response to this depends on what you
want to print, as detailed below.
If you select the Print button on the Print Report
list, you will get a Quick Print of the Print Report list itself.
You must actually select Quick Print to set your printing
options and print the details or list that you want.
Quick Print prints a report about whatever you are looking at. If
you are looking at a list, you can print out the list. Most of the
time, lists have a lot of details that you see when you open an
item, for instance, a Debtor.
When you choose Quick Print for this sort of list, you will be
asked if you want Collect! to "Print all details in the report".
Only choose 'Yes' if you really need them because this can
be a very lengthy process. Collect! takes "ALL" very seriously.
You can select one item in the list, then choose
Quick Print, then choose 'Yes' and you can get all the details
of a particular item. To select an item use the arrow keys to
scroll onto it and press the spacebar. You can choose multiple
records by similarly tagging records with the spacebar and
print their details if you wish.
When printing a list, Quick Print automatically totals ALL
Since dates and some other items are numeric (even though
it may not appear so on the screen) these items will show
totals. Ignore these totals unless you understand what
Customizing List Views
By default, when viewing a list, you will see that Collect!
displays only a few of the many fields available on any given
form. You can customize this list view to hide or show the
fields you need for your Quick Print reports. You can also
rearrange the order of the columns in the list. Quick Print will
output results according to your custom settings.
This flexibility makes Quick Print an excellent choice
for printing ad hoc in-house reports, or for sending particular
account information to your clients, quickly and easily,
as needed. Please refer to Help topic, Customizing List Views,
Column Wrapping When Quick Printing
When you Quick Print a list, for example, the Client List, you
may find that your columns have "wrapped" and are not spread
out across your page or screen. To remedy this, when you are
at the Print Report screen, change your Page Width to 132.
Then choose Print and your columns will be aligned properly.
Word wrapping and column alignment are handled well
automatically when you print via browser. Then you can print
the resulting HTML page to your printer to produce a quick
but attractive report.
Print Via Browser
Press the Printer Setup button on the Print Report screen to
display the Printer Setup dialog. Switch ON Print Via Browser.
Then press Exit and you will be back at the Print Report screen.
Now you will see a Print Preview choice that wasn't there before.
Choose this and press PRINT to view your Quick Print results
in HTML format.
When you choose Quick Print on an open form, for instance a
particular Debtor, you have two choices.
1. Choose NO to print a short report of that form's information,
with no details.
2. Choose YES to print all details related to the form, such as all
contacts, transactions etc.
Quick Print is very useful for printing the codes for a particular
report or letter so that you can refer this when designing your
own. You must be on the Report Definition form for the particular
letter or report. When asked whether you want all details
printed, choose "No".
Quick Print allows you to print using the same choices as
regular printing, such as, Printer, Print Preview, File, Screen,
Spreadsheet, Browser, Fax and Email. Some of these choices
may not be appropriate for the type of data you are printing.
You may need to experiment to find the best solution.
Using Batch Printing
You can print batches of letters and reports whenever you are
viewing a list. When you display a list and then select a report
to print (by using the Print menu, Report and Letters option) you
will be asked if you want to print only one record or all records
in the current list.
ONE prints the report or letter for only the
ALL prints the letter or report for all
records in the list.
CANCEL cancels the print request.
Some reports already perform looping. If you tell
these reports to print ALL records in the list, the report will most
likely print many more copies of the report than you expect. It
may even be stuck in a seemingly endless loop. Choose ONE
to be on the safe side if you are unsure.
Manually Printing A Letter
When you are in the Report Body editor, you can press the
PRINT button from the top menu in Collect! This will bring up the
Reports Output Options form where you can choose your report
Key combination Ctrl+P will also bring up this menu.
If a field's result data is too wide in the quick print totals, it will
display as ######.
- How To Print A Sample Report Or Letter
- How To Get Started Creating Reports and Letters