Output Button

  • Output refers to the output of data (reports and templates) from QuickEasy BOS.
  • Forms are created and saved as templates, which are then linked to each transaction (e.g. Customer Invoices) or module (e.g. Customer Age Analysis).
  • Forms are generated when Output (button) is clicked and an output option is selected.
  • Forms or templates can be customised.
  • Every time a template is selected from Output, the latest data is fetched and recalculated, which may cause a slight delay. It could also result in the output not matching what is on your screen (e.g. if someone else changed the transaction).
  • Lists such as Transaction Lists, Items, Customers or Suppliers can also be exported from the Output button.
Warning

A user needs permission to export data. It is granted in User Settings (see User Settings and Connections Tutorials).

Output button dropdown list on a screen with no templates added
Output Button Example with no Templates

Output save options, listing the file formats a form or list can be exported to
Output Save Options
Info

When there are multiple Output options (e.g. reports), they appear as a submenu next to each of the applicable buttons.

Output (button) dropdown list on a Quotation, with the Preview submenu listing the added templates highlighted
Output Button Example with Added Templates

Button Description
Output > PrintPrints the selected output on the default printer.
Output > Preview

Shows the selected output.

Once it is shown, more options are available, including:

  • Print: You can choose a printer, including a .pdf printer.
  • Export to File (save): You can choose a save location for the report in .pdf format.
Output > EmailOpens the email interface with the selected output attached in .pdf format.
Export

Applies mostly to List Views.

Opens the file browser and lets you select one of these options:

  • Excel file (.xlsx)
  • HTML file (.htm)
  • Comma Separated Values file (.csv)

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