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Collect! Credit and Collection Software™

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Quick Print Reports And Letters Daily Reports Monthly Reports Analysis And Summary Reports Trust Reports Merge Documents Collect! Data Table Customize Printing Settings

Related 'How To' Tutorials

Use The Report Writer Commands Use Headers And Footers Build Reports Or Letters Print To Debtors With Multiple Accounts Print Letters To A Tagged List Print Letters To A Single Account Mail Merge From Collect! To Word Create An Export Report - Delimited Import Reports Export Reports Edit The Style Sheets For Browser Reports Design HTML Browser Reports Take Checks Over The Phone Print Client Checks Use Arrays In Reports Create An RTF Report Create An Envelope Report Use Flags To Control Printing Update Commission And Rates In Mass Edit Note Blobs Using @EDIT Add A Font To The Report Writer Use Prompts In A Report Use Quick Print Restore Printer Control Codes To Stock Settings Fax Retrieve A Copy Of A Printed Letter Create A New Report Library Delete A Report Library Print Notes Batch Process Letters And Emails Send Email Setup Sending Email In Collect! Setup A Local Email Server Using Hmailserver

The Print Menu provides easy access to most frequently used reports. Daily, monthly and analytical reports may be printed from this menu, as well as reports pertaining to the form you are viewing in Collect!. You may customize your printing settings or report templates.

Quick Print

This report prints the contents of the current form or list. Quick Print can be used on any screen containing editable fields.

All fields and lists within the form are printed in their entirety, regardless of whether they extend beyond the bounds of the screen. Please refer to How To Use Quick Print for more information.

When you use Quick Print in a list, totals are calculated for all numeric fields in the list.

Useful Note 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 from the list of reports to set your printing options and print the details or list that you wish.

Useful Note If you do not want a user to access the Quick Print option, set the Access Rights for the Print -> Quick Print menu item to be No Access. Doing this will also remove Quick Print from the Reports & Letters list.

Reports And Letters

The Reports and Letters option displays a list of reports that may be printed from this location in Collect! Choose a report from the list and press Enter to print. If you have tagged records, the report can be printed to all tagged records. Or, if you have a list displayed, you can print to all records or just the record currently selected.

The list of available reports changes, depending on the type of record you have displayed. For example, when you are on a Client form and choose this command, a list of all Client reports is displayed. On the other hand, when you are on a Debtor form, a list of Debtor letters is displayed when you choose this command.

Daily Reports

Select Daily Reports to print reports that are normally required on a daily basis. These include batch letters and client acknowledgments, daily activity and financial reports.

Monthly Reports

Select Monthly Reports to print reports that are normally required on a monthly, or accounting period basis.

These include statements and checks, client status reports, and financial summary reports.

Analysis And Summary Reports

Select Analysis and Summary Reports to print reports that provide a periodic view of your company's operations.

Trust Reports

Select Trust Reports to print comprehensive reports of trust accounts.

Merge Documents

Select Merge Documents to use a third party word processing template for your report. Templates get their data from a CSV file printed through Collect! or dynamically, using DDE.

Useful Note If you do not want a user to access the Merge Documents option, set the Access Rights for the Print -> Merge Documents menu item to be No Access. Doing this will also remove Merge Documents from the Reports & Letters list.

Collect! Data Table

Select Collect! Data Table to generate and open a CSV file with all the Printable Field codes. This utility will also list the following associated information: - SQL Field ID: the database field name of the
field in question (N/A means it's not a database field) - SQL Table ID: the database table name containing the
field in question (N/A means it's not a database field) - Field Name: the system assigned field name
- Alias Field Name: your alias for the field
- Record Name: the form that the field belongs to
- Access Rights ID: the access right associated to the field
- Record Type: the type of data that the field can store
(Text, AN is any text; Text, N is only numbers) - Field Length: the amount of data that can be stored
- Pick List: the pick list filename associated with the field
- Control File: the control file filename associated with the field

Please refer to the Help topic, Printable Field, for more information.

Customize Printing

Select Customize Printing to edit existing reports and letters or create new ones, to import or export report templates, to create a new report library or load an alternate report library, to print all reports or a selection.

Settings

Select Settings to set choices relating to printing, to view or modify printer control codes and rebuild the printable information list.

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