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Reporting

Print report

  1. Select
    File
    , then
    Print Reports
    .
  2. Select the reports and profiles you want to print, then
    Select
    .
  3. Use the Report Options
    Selection
     and
    Layout
     tabs to customize the report’s output.
  4. Select
    Preview Selected
     if you want to preview the reports before printing.
  5. In the
    Report Viewer
    , select
    File
    , then
    Print
    .
  6. Choose one or more of the following outputs:
    • Output to printer
      : To send the report to the default printer for your workstation. To print to another printer, use the dropdown list.
    • Output to FileCabinet CS
      : Practice CS will send each report to FileCabinet CS as 1 item with the same name as the report. You'll also need to choose whether the reports should go to a client’s drawer or a staff member’s drawer.
    • Output to GoFileRoom
      : Before you print to GoFileRoom, you'll need to map your GoFileRoom Indexes to the fields in Practice CS. You'll also need to select a file format (PDF, RTF, TXT, or XLS) from the dropdown list.
    • Output to file:
       Print the report to a file (such a PDF, HTML, RTF, TXT, TIF, or XLS) in your selected folder.
    • Output to e-mail:
       Print the report as a file type, then send it by email. Enter
      Recipients
       separated by a semicolon or use the address book to add them.
  7. Select
    OK
     to print.
  8. Select
    Back
     to leave report preview.

This article applies to:

  • Product: Practice CS
  • Subject: Reports