| Field | Description |
|---|
| Printer Name
|
Select the printer that you want to use. The available printers are those configured on the
Ajera CRM report processor and to which your security role has access. When you select a printer,
Ajera CRM displays information about that printer in the
Model,
Location, and
Description fields.
To print on a printer that is not set up in
Ajera CRM, select
<local printer>. When you click
Print,
Ajera CRM generates and displays the report in portable document format (PDF). Use the print options in Adobe Acrobat to print the report using one of the printers you have defined in Microsoft Windows.
If you select
<local printer>, you can specify the pages to print, and you can select
Save reports to the application server when printing to store a file copy of the report, but the other options in the Print dialog box in
Ajera CRM are not available. However, equivalent print options are available in Adobe Acrobat.
|
| Page Range: Print All
|
Select this option if you want to print all pages of the report.
|
| Page Range: Print Range
|
Select this option if you want to print individual pages or ranges of pages from the report. Use hyphens to indicate page ranges (5-12). Use commas to separate individual pages or ranges (3,5,7-10).
|
| Copies: Number of Copies
|
Enter the number of copies that you want to print.
If you select
<local printer> in
Printer Name, this option is not available. Instead, you specify the number of copies when you print the report in Adobe Acrobat.
|
| Copies: Collate
|
If you want to print more than one copy and your printer can collate, select
Collate if you want the printer to collate the report pages.
If you select
<local printer> in
Printer Name, this option is not available. Instead, you can select the collation option when you print the report in Adobe Acrobat.
|
| Paper: Size
|
Select the size of paper on which you want to print the report.
If you select
<local printer> in
Printer Name, this option is not available. Instead, you specify the paper size when you print the report in Adobe Acrobat.
|
| Paper: Source
|
If your printer has multiple paper sources (paper trays), select a source.
If you select
<local printer> in
Printer Name, this option is not available. Instead, you specify the paper source when you print the report in Adobe Acrobat.
|
| Set Scale
|
If your printer can scale reports, select
Set Scale if you want a scale other than 100 percent. Enter the percentage in the
Set Scale field.
If you select
<local printer> in
Printer Name, this option is not available. Instead, you specify the scale when you print the report in Adobe Acrobat.
|
| Use Color
|
If your printer prints in color, select
Use Color if you want to print the report in color.
This option is useful if the report has colored sorting bands.
If you select
<local printer> in
Printer Name, this option is not available. Instead, you select color printing when you print the report in Adobe Acrobat.
|
| Save Reports to the Application Server When Printing
|
Select this option if you want to store a file copy of the report as well as print it. If you select this option, specify the file format in
Save file as.
When you save reports to the application server, they are saved in the following location:
<Ajera CRM installation directory>\Reports\SavedFiles\<database description>\<your user ID>
|
| Save File As
|
If you select
Save reports to the application server when printing, use this option to select one of the following file formats:
-
Adobe PDF —
Ajera CRM saves the report as an Adobe portable document format (PDF) file.
-
Rich Text Format (RTF) —
Ajera CRM saves the report as an RTF file.
-
Microsoft Word Document —
Ajera CRM saves the report as a Microsoft Word document. You can then use Word formatting options to modify the appearance of the report.
-
Microsoft Excel Spreadsheet —
Ajera CRM saves the file in a format that you can open and work with in Excel. Use this option if you want to add your own calculations to the report in Excel.
-
Tagged Image File Format (TIFF) —
Ajera CRM saves the report as a Tagged Image File.
-
Comma-separated File Format —
Ajera CRM saves the report as a set of data items separated by commas.
-
XML Document —
Ajera CRM saves the report as an XML file.
-
HTML Document —
Ajera CRM saves the report as an HTML file.
|
| Save Only
|
Select this option if you want to save the report without printing it.
|
| Print Using Previous Version's Method (May be Slower)
|
This check box displays on a
Ajera CRM print dialog box only if you press the CTRL key at the same time that you click a print option, such as
Print, to open the Print dialog box. Select this check box if you want to print something using a previous version of
Ajera CRM's printing technology.
You can use the older printing technology (from
Ajera CRM 6.1) only when you do either of the following:
- Print directly to a network printer that has been set up within
Ajera CRM.
- Schedule a report to print.
In these scenarios, the
Ajera CRM Print dialog box displays. Access to
Ajera CRM network printers is controlled by
Ajera CRM role security.
You
cannot print with the older printing technology if you print from Preview window. (In this scenario, the standard Windows Print dialog box displays when you print.)
In the following scenarios, you have no control over the
Print Using Previous Version's Method (May be Slower) check box. It is selected automatically, regardless of whether or not you see the check box on the Print dialog box:
- On the print dialog box, you select more than one copy to print in the
Number of Copies field and you clear the
Collate check box.
- On the Print dialog box, you select the
Set Scale check box and you change the percentage to something other than 100%.
|
| Buttons
|
Print or
OK — Click this button to print the report on the printer selected in
Printer Name.
Ajera CRM also saves a copy of the report in a file if you selected
Save reports to the application server when printing.
Save — If you select
Save only, the
Print button changes to the
Save button. Click
Save to save a copy of the report in a file.
Close — Click this button to close the dialog box without printing the report.
Help — Click this button to display the help topic for this dialog box.
|
