Report Options and Printing

All report drivers include the Print, Hold, and Options hot keys. You can also specify additional selection criteria for some reports by using the Additional Selection Input Screen.

Use the Print screen hot keys to do the following:

Print – Runs the report or procedure and sends it to the printer. If you print more than one copy of any transaction, all copies after the first are labeled as "Reprint."

Additional options to manage your reports are as follows:

To...	Use this field or hot key...
change the printing location of your document. Press F10 for a list of available printers to your user ID. The printer location is determined by user authorization and assignment first. Then the system checks if there is a ship ticket branch that is the same as the physical branch for the terminal ID.	Location
e-mail the report or document to a user.	Email
fax the report or document to a user.	Fax
adjust the number of pages you want to print	Start Page / End Page
print more than one copy of the report or document	Copies
change the direction of the print on the paper from Landscape to Portrait. Landscape is the default.	Orientation
change the page dimensions.	Page Width / Page Length
indicate if you want to print duplex. Note: Your printer must support duplex printing.	Duplexing
change the tray from which to print on the printer.	Tray/Path
delete the report or document from your hold file after printing.	Purge After Print
enter multiple selections in the report field, such as vendors or customers. The hot key activates when the cursor is on a field that accepts multiple values. Note: This hot key is not always accessible as a separate hot key. On some reports it may display as "Multi Vendors" or another selection specific to that report.	Multi

Hold – Runs the report or procedure and sends it to the Hold File to await further action. For more information, see Hold Entry Details.
Opts or Options – Displays a list of options from which to select:

Option	Description
Scheduling	Displays the Phantom Scheduler screen, where you schedule the running of a report or procedure.
Faxing	Displays the Fax Memo screen, where you fax a copy of the report.
User Defined Heading	Displays the Heading screen, where you define your own heading for the document.
Forwarding	Displays the Forward To screen, where you forward a copy of the report to other users.
Windows Direct	Downloads your reports to your system for viewing and editing.
Reporting Server	Displays a list of Report Servers to which to send the report, if you have Report Server installed, and this report can be output to the Report Server.

Additional Selection Input Screen

After populating the fields on many report screens, you can use the Slct hot key to enter additional criteria for selecting data to include in the report. This hot key displays the Additional Selection Input screen. The system first selects data using the entries on the main report screen. It then uses entries on the Additional Selection Input screen to further refine the data selection for the report.

Note: This screen is a generic second level data filter. Some options may not pertain to the report or print job you are running. The options vary depending on where the report obtains its data from, such as sales orders versus purchase orders.

To enter additional selection criteria for a report:

From the report screen, use the Slct hot key to display the Additional Selection Input screen.
In the Print Selections on Report (Y/N) field, enter Y to list the names of all additional selections, along with associated entries, following the header information on the report. The default is N.
In the remaining fields, enter the selection criteria as necessary. In each field, you can have one or multiple entries.
For single entries, type the data in the field.
For multiple entries, position the cursor in the field and use the Multi hot key.

Press Esc to return to the report or print job setup screen.

Note: Use the Report Currency field on this screen to convert all the amounts on the report to a currency different from your default currency. Press F10 and select the currency you want to use.