Output Tutorials

💡These tutorials explain how to print, preview, email and export from the Output button.

Info
  • The Output options use the Output Templates set up for the module (see Output Templates Module).
  • Each time an option is selected, the latest data is fetched, so the output may differ from your screen if someone else changed the record (see Output Button).

How to Print

  1. Open the record you want to output (for example, a transaction).
  2. Click Output (button).
  3. Select Print.
    • Note: The output goes straight to your default printer, without a printer dialogue. To choose a printer, use Preview instead (see How to Preview).
  4. If there is more than one template, select the template from the submenu.

How to Preview

  1. Open the record you want to output (for example, a transaction).
  2. Click Output (button).
  3. Select Preview.
  4. If there is more than one template, select the template from the submenu.
    • Note: The output opens in a preview window, from where you can print it to a printer of your choice (including a .pdf printer) or save it as a .pdf file.

How to Email

Note

Emailing needs a From Name and From Address in your user settings. Otherwise, the message “Invalid From Name - See Setup > Users > Right Click > User Settings > Email > From Name” or “Invalid From Address - See Setup > Users > Right Click > User Settings > Email > From Address” appears.

  1. Open the record you want to output (for example, a transaction).
  2. Click Output (button).
  3. Select Email.
  4. If there is more than one template, select the template from the submenu.
    • Note: The email opens with the output attached as a .pdf file.
  5. Complete the email (see Email Edit View).
  6. Click Send (button).

How to Export a List

Note

Exporting needs the user setting General > Enable Export (.csv, .xlsx, .html) (see How to Grant a User Permission to Export Documents). Otherwise, the message “Access Denied. See Setup > Users > Right Click > User Settings > General > Enable Export (.csv, .xlsx, .html).” appears.

  1. Navigate to the list you want to export (for example, a list of transactions).
  2. Display the records you want to export (for example, set the filters and click View (button)).
    • Note: The file contains the list as it appears on the screen.
  3. Click Output (button).
  4. Select Export.
  5. Select the file type:
    • Excel file (.xlsx)
    • HTML file (.htm)
    • Comma Separated Values file (.csv)
  6. Enter a file name and select where to save the file.
  7. Click Save (button).

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