EventPro Planner Manual

Print Reports

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Print Reports

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To print most reports, you will follow this process:

hmtoggle_arrow1Select the Report to Print

First, select the report you want to print, which may be in one of two places:

•From the Reports menu, select the report you want to print.

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•If you are working in one of the screens, e.g. Event Maintenance, Companies/Contacts, etc., click the appropriate Print button.  You may have to select the report from a Run Report dialog and click OK.

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hmtoggle_arrow1Standard Printing Options
1.The corresponding dialog for the report will open. Here, you can select the Options that will determine the content and appearance of reports. NOTE: These instructions will only describe the options that are common to most reports. Many reports will have other options, which will be described below under Report Descriptions.
2.From the Report Template drop-down box, you may be able to select an alternate template. However, there may only be one option.

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3.You can accept the default Report Title or type a new one.

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4.Select a radio button under Report Shading to choose the shading color scheme you want to use.
a.Gray: The default EventPro Planner gray scheme, which is suitable for black and white printing.
b.Color: The custom color scheme you created earlier in System Settings.  See Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Define System Settings: Reports.
c.Designed: The color scheme set up in the report layout in the Report Designer.  If you choose this option, EventPro Planner will not modify the color scheme as it appears in the report layout.
d.Off: No report shading.

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5.Check in the bottom left corner to see if the Filter button is available for the report you are printing.  It will not be available for all reports, but if it is, you can limit the records that appear in the report by creating a filter.  To set a filter, review the instructions in Chapter 1: Overview, Common Functions: Filter Information.

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6.Also check whether the Sort button (next to the Filter button) is available for the report you are running.  It will not be available for all reports, but if it is, you can choose the sort order of the records that appear in the report.
a.From the drop-down list, choose a Sort Order.
b.If you choose <CUSTOM>, select the sort order fields from Custom Sort A, B and C below.
c.Check the Descending checkbox if you want to sort by that field in descending order (e.g. z to a, reverse chronological, etc.).

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7.Click OK.
hmtoggle_arrow1Choose a Print Destination
1.The Print dialog appears, displaying four Destination radio buttons.

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2.Click a radio button to indicate whether you want to print to a Printer, Screen, File or Email.
a.Printer:
i.Select Printer to send your report to the printer.
ii.Select the correct Printer from the Name drop-down list and ensure that the settings for Paper, Orientation, Page Range and Copies are correct.
iii.Click OK.
b.Screen:
i.Select Screen to view your report on-screen or to preview it before selecting another option.
ii.Click OK. The report will open in the Print Preview window.
iii.Click the Printer icon in the upper left corner to bring up the Print dialog again or click Close when you are finished viewing the report.
c.File:
i.Select File to save your report to a file.
ii.From the Type drop-down list, choose what kind of file you want to save it as (.pdf, .jpeg, .rtf, etc.).
iii.Click the File icon next to the Where field.  In the Save to File dialog, choose where you want to save the file and click Open.
iv.Back in the Print dialog, click OK.
d.Email:
i.Select Email to save your report as a .pdf, .rtf or .tiff file and attach it to an email.  Click the radio button next to the attachment type of your choice.
ii.Click OK. The Communication Update [New] window opens, with your selected report attached at the bottom.  To review how to fill in the fields and/or load a template, see Chapter 13: Communications, Create a Communication.
iii.In particular, ensure that you type or select email addresses in the To, Cc or Bcc fields, as applicable, and enter a Subject.
iv.Note that you can attach additional reports to the email by clicking the Add Report button in the lower right corner.
v.When you have entered all the information you require, click the Send Email button in the lower left corner.
vi.A Confirm box should appear, informing you that the email has been sent successfully. It will also ask whether you want to save the communication now.  Click Yes to save.
3.If the report comes up blank or says “No Data Found”, check the parameters such as the date range and filter to ensure that they are not so restrictive that no records match the criteria.