Print Options

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters.  You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”  

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections.  Once the default selections display in the screen, you can override the defaults as necessary.

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Select this checkbox to print a hard copy of the report to a network printer.

This checkbox is deselected by default.

You can use the fields in the Printer and Copies group boxes in the Print/Archive tab to make additional selections about the printer and the output.

Select this checkbox to generate the report and download it to your workstation. This checkbox is deselected by default.

If this checkbox is active, the Submit to Queue checkbox in the Queueing group box will be disabled.

Note: To download a file, you can select a File Type (EXCEL, PDF, RTF, OR XML) and enter a File Name in fields in the File Options group box in the File Options/Email tab and click on the  Print Reports icon in the Reporting toolbar. [A "PDF" file type is the default, which is normally the smallest in size.  Use caution when selecting an "XML"' file type, as these are the largest in size and take the longest time to download.] Alternately, if you do not enter this data, the system will prompt you for this data when the report is ready.

Select this checkbox to generate the report and archive it.

This checkbox is deselected by default.

You can use fields in the Archive group box in the Print/Archive tab to make additional selections about the archive.

Select this checkbox to generate the report and print it to a file on a network location.

This checkbox is deselected by default.

You can use fields in the File Options group box in the File Option/Email tab to make additional selections about the file type and location.

You must also specify a file name and the alternate file location in the File Options tab.

Check this box to generate the report and email it.

This checkbox is inactive by default.

You can use fields in the Email group box in the File Option/Email tab to make additional selections about the email.

Select this checkbox to submit this print job to the queue.

The advantage in submitting a print job to the queue is that your screen does not remain occupied by the job request and you can perform other functions while you are waiting for the job to complete.  See note below.

This checkbox is deselected by default.

This checkbox is not available for use if you have selected the Download checkbox in the Delivery Options group box.

Note:   If the Submit to Queue option is unchecked, the job firing option selected is synchronous printing and the screen is locked for all other options. A progress bar displays the progress of the job being executed. You can cancel the print job by clicking Cancel in this window. When the job is complete, the Cancel button toggles to OK.  You can exit this window by clicking OK, which also closes the Print Options windows. (You can click on the Print Options icon in the toolbar to open this screen again, if necessary.) If the Submit to Queue option is checked, the job firing option selected is asynchronous printing. Please refer to the Asynchronous Processing topic in this document for more information on asynchronous and synchronous processing.

Select the appropriate locale choice from the drop-down box.  Locales are set up in the Report Locales screen (Administration\Maintain\Reports).  

Each locale designates a set of formatting rules for number and date/time formats to be used on the report.

You can specify a default locale for your user ID in the Default Locale field in the Printing tab of the Default Web Printer Settings block in the Users screen (Administration\Maintain\Users).

You can specify a default locale at the system level in the Default Locale field in the Default Web Printer Settings group box in the System Settings screen (Administration\Configure\System Settings).  

The system default locale will be used if you have not specified a user default locale.

If you have not specified a system default locale, the format profile will automatically be set to U.S. number/date/time formats.

This checkbox is automatically active by default.  All report pages will automatically print if this checkbox is active.

Deselect this checkbox to print specific pages and/or ranges from the report.  In this circumstance, you will need to specify the page(s) and/or range(s) to print in the Pages field.

If you have deselected the All checkbox, you have indicated that you do NOT want all report pages to print. In this circumstance, you must specify the individual pages(s) and/or page range(s) to print from the report.

Enter non-consecutive individual page number(s) and/or range(s) separated by comma(s), e.g., 1,4,10-15,17,21-27.

The default for this checkbox is controlled by the status of the Print Cover Page checkbox in the Company Defaults group box in the Company Settings block of the System Settings screen (Administration\Configure\System).  

You can overwrite the default status by checking or unchecking this checkbox in this screen.

The cover page for the report will automatically print if this checkbox is active.

Uncheck this box if you do NOT want to print the report cover page.

You can print the cover page alone without the need to print any other report pages.

When a report is created, the cover page will always be created. It will be the first physical page of the report, but it will not have a page number.

Choose the desired printer from those displayed in the drop-down box.  

The displayed printer selections in the drop-down box are those set up in the Printer ID field in the System Printers screen (Administration\Maintain\Printers).

The system automatically displays the related printer name for your selection in the Printer drop-down box in this non-editable field.

The displayed printer name was required for setup for the related printer entered in the Printer ID field in the System Printers screen (Administration\Maintain\Printers).

Choose the desired resolution from the options displayed in the drop-down box.  [E.g., 300 x 300, 600 x 600, 1200 x 1200, etc.]

The system displays all the resolution choices for the printer you selected in the Printer field. The resolution options specific to this printer are obtained from the server, which stores all settings loaded in by the printer driver.

You can accept the default or select a different resolution by selecting from the options displayed in the drop-down box.

Choose the desired scale from the options displayed in the drop-down box.  

The system displays all the scale choices for the printer you selected in the Printer field. The scale options specific to this printer are obtained from the server, which stores all settings loaded in by the printer driver.

The system automatically displays "100%" as the default selection.

You can accept the default or select a different scale by selecting from the options displayed in the drop-down box.

If the printer you selected has color printing capabilities and you expect that a color cartridge for this printer is already in place, you can check this box to print your report in color.

The default for this checkbox is unchecked, and the system does NOT check for or does NOT automatically activate this checkbox if your printer has color printing capabilities.

Choose the desired paper source from the options displayed in the drop-down box.  

"Automatically Select" displays in this field as a default.  We recommend this selection for most reports, since in this circumstance, the system will automatically choose the appropriate paper source for the default paper size assigned in the specific report characteristics.

You can, however, select a different paper source by selecting from the options displayed in the drop-down box.

The system displays all the paper source options for the printer you selected in the Printer field.  

The paper source options for this printer are obtained from the server, which stores all settings loaded in by the printer driver.   

If the printer you selected has two-sided copy printing capabilities, the system will activate this drop-down box.  "Simplex" displays as the default selection, but you can only print on one side of the paper with this selection.

You can accept the default or select a two-sided scale by selecting from the options displayed in the drop-down box.

To enable two-sided copying, you must select either the "Horizontal" or "Vertical" options from the drop-down box.

The "Horizontal" option enables you to print on both sides of the paper with "Flip on Long Edge" functionality, so that pages can be bound on the left edge of the paper.

The "Vertical" option enables you to print on both sides of the paper with "Flip on Short Edge" functionality, so that pages can be bound on the top edge of the paper.

The two-sided printing options specific to this printer are obtained from the server, which stores all settings loaded by the printer driver.

The system automatically displays the related printer type for your selection in the Printer drop-down box in this non-editable field.

The printer type specific to this printer is obtained from the server, which stores all settings loaded in by the printer driver.

The system automatically displays the related printer location for your selection in the Printer drop-down box in this non-editable field.

The printer location specific to this printer is manually entered by your company personnel.  Since this field is not required, it is possible that this data has not been entered for your printers and displays blanks.

Enter the number of copies to print.  

"1" copy is the automatic default for this field.

Select this checkbox to collate the output.

This checkbox is selected by default.

Enter up to 15 alphanumeric characters to specify a file ID for the archived report in this required field. [If the ID is not unique, the system will automatically append "....1," " ....2," etc. to the entered ID.]

The system will automatically clear this field if you deselect the Archive checkbox in the Delivery Options group box.

Enter up to 30 alphanumeric characters as a description for the archived report in this optional field.

The system will automatically clear this field if you deselect the Archive checkbox in the Delivery Options group box.

This checkbox is always deselected as the default.

If this checkbox is selected, the system will retain all archive files and will disable all the remaining delete option radio buttons.

Note: You can set up defaults regarding the timing of the automatic deletion of specific archived reports in the Report Archive Categories screen (Administration\Maintain\Reports).

These fields are active only if you have not selected the Never Delete checkbox.

You can choose to delete an archived file if it is older than a specified number of days, weeks, months, or years.

Activate this radio button if you want to specify the deletion of an archived report based on a fixed number of units (days, weeks, months, or years) after the date of job execution generation.  Once you specify the number of units, you must select the specific unit type from the combo box.  Select "Days," "Months," " Weeks," or "Years" from the combo box.

After you have entered the number of units and the unit type, the system automatically calculates and displays the absolute expiration date in the Delete After data field.

This field is active only if you have not selected the Never Delete checkbox.

Activate this radio button if you want to specify an absolute date for the deletion of an archived report.  Enter the absolute date after which the deletion should be performed in the empty adjoining data field, or use the Calendar function key to select an absolute date.

The most future permissible fixed date for archive deletion is 12-31-2078.

Note:  A date automatically displays in the Delete After field as a result of entering relative data in the Delete When Older Than fields (number and units fields).  This data cannot be edited or deleted. You can, however, activate the Never Delete checkbox so the system will clear all fields for the Delete When Older Than and Delete After radio buttons.

Choose the desired file type from the options displayed in the drop-down box.   You can choose "Excel," "PDF," "RTF," or "XML."

Enter a file name for this option. Use the pop-up text box to enter notes or comments.

Enter, or use Lookup to select, an alternate file location in this required field. Alternate file locations are set up in the Alternate File Locations screen (Administration\Maintain\Files).

Enter the Email recipient in this field. You can use either an Email address or a Costpoint web user ID.

Enter additional Email recipients in this field. You can use either an Email address or a Costpoint web user ID.

Enter the subject of the Email in this field. Use the pop-up text box to enter notes or comments.

Enter the text of the Email in this field. Use the pop-up text box to enter notes or comments.

The specific posting application from which you have invoked the Print Options icon displays as the <action> portion of the checkbox text.

Select this checkbox to execute the posting action automatically if you have printed/emailed the posting journal report.

[Previewing the report will not cause the system to post if you select this checkbox.]

This checkbox is deselected by default.