Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Print Options

There are numerous methods for printing reports.

You can:

  • Print to a printer attached to your network
  • Print to a file
  • Download the report as a file
  • Print to a file and email it
  • Archive your report for future viewing
  • Print to a local printer

Click to open the Print Options dialog box and select options for printing. This dialog box has four tabs:

  • System printer tab: If you select the System Printer delivery option check box, use this tab to select the network printer you want to use and other options.
  • File Options tab: If you select the Print to File or Download delivery option check boxes, use this tab to select the format of the file you want to create and other options.
  • Email tab: If you select the Email delivery option check box, use this tab to enter the email information.
  • Archive tab: If you selected the Archive delivery option check box, use this tab to save your report for later printing.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. 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 run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

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

Delivery Options

Use this group box to select the delivery option for your report.

Note: The Print to File and Download options have nearly the same function, but you cannot send your report to the process server if you select Download.
Field Description
System Printer

Select this check box to send the report to a printer attached to your local network. If you select this check box, the System Printer tab is available. Use this tab to select which printer you want to use and other options. Use the Manage System Printers screen to set up printers for use in Costpoint.

This check box is not available unless the report category to which this report belongs has the Allow System Printer check box selected on the Manage Report Categories screen.

Print to File

Select this check box to print your report to a file. If you select this check box, you can use the File Options tab to select which file format you want to use and specify the location.

This check box is not available unless the report category to which this report belongs has the Allow Print to File check box selected on the Manage Report Categories screen.

Download

Select this check box to save your report to a file on your computer. If you select this check box, you can use the File Options tab to select which file format you want to use. When you click , a dialog box displays that you can use to select the location. If you select this check box, you cannot send this report to the process server.

This check box is not available unless the report category to which this report belongs has the Allow Local Printer/Download check box selected on the Manage Report Categories screen.

Email

Select this check box to email the report, which is included as a file attachment. Use the File Options tab to select the file format and the Email tab to enter the email information. If your email address is set up on the Workflow tab of the Manage Users screen, the email is sent from your email address. Otherwise, the email is sent from the workflow email address (for example, workflow@<company name>.com).

This check box is not available unless the report category to which this report belongs has the Allow Email check box selected on the Manage Report Categories screen.

Archive

Select this check box to archive your report. Use the Archive tab to enter ID information for your archive and specify how long you want it kept. To print an archived report, use the Print Archived Reports screen.

This check box is not available unless the report category to which this report belongs has the Allow Archive check box selected on the Manage Report Categories screen.

Local Printer

Select this check box to send your report to a local printer. A local printer is a printer that is attached directly to your computer. If you select this check box, the Submit Batch Job check box is not available. To find out how to set up a local printer, click here.

This check box is not available unless the report category to which this report belongs has the Allow Local Printer/Download check box selected on the Manage Report Categories screen.

Queueing

Field Description
Submit Batch Job

Select this check box to submit your report as a batch job to the process server. If you select the Download or Local Printer check boxes, this check box is unavailable.

Document Locale

Field Description
Locale

Use this drop-down list to select your report locale. The locale determines how report data is formatted in terms of language, numbers, and date/time preferences. Locales are set up by your company.

Pages

Field Description
All

Select this check box to print all the pages in the report. If you do not select this check box, you must enter the pages you want to print in the Pages field.

Pages

Enter the page number you want to print. Separate page numbers with commas, and indicate ranges with a dash. For example, enter 1, 4, 10-12 to print pages 1, 4, 10, 11, and 12.

Print Cover Page

Select this check box to print the report's cover page.