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Printing a Document Report

You can selectively print information from a Proliance document as a report. There are two types of reports that you can use to batch generate a report from multiple documents within a register:

ClosedTo print a standard document report

  1. Open the document for which you want to print a report.
  2. Click the print icon The print icon..

    3. The Reports dialog box appears.

  3. Click the Standard tab.
  4. On the Sections tab, choose the sections of the  document that you want to include in the report.
  5. On the Headers/Footers tab, specify the headers and footers that should appear on the report's pages.
  6. On the Report Viewer tab, select the output format for the report.
  7. Click Preview & Print.

    8. The printed report appears in the selected viewer. You can optionally use the print feature of the viewer if you want to print the report to paper.

ClosedTo print a custom document report

  1. Open the document for which you want to print a report.
  2. Click the print icon The print icon..

    3. The Reports dialog box appears.

  3. Click the Custom tab.
  4. Select the custom print layout to be used for the custom report.

    5. Note: Only custom print layouts that have a layout file are displayed.

  5. Click Preview & Print.

    6. Proliance generates and then downloads the custom report to a location that you specify. Use the appropriate third party application to view and print the report.

Note:

  • If you have selected a format locale in My Preferences that displays dates in a right to left format (for example, Hebrew and Arabic), the dates in the resulting report are formatted according to the Date Entry format shown on the Content Formatting tab.
  • The number of decimal places for currency values displayed in reports (currency precision) is determined by the current user's settings on the Content Formatting tab of their My Preferences dialog.