Printing ReportsPrinting ReportsThere are four reports that can be printed. These reports are accessed from the Main Menu. There are two reports for Quotes and two for Invoices. NOTE: only quotes or invoices that fall within your 'Current Timeframe' will appear on the reports. If you need to view older quotes or invoices that still exist, change your timeframe to a larger number of days.
The first report for either quotes or invoices contains a list of all quotes or invoices. The total quoted or invoiced appears for each quote or invoice but the details of each line item does not. The second report for either quotes or invoices contains all line items placed on the individual quotes or invoices. These are detailed reports. All quotes or invoices on the reports are sorted by Quote or Invoice number in ascending order.
Once you open a report to print you can select ‘Printer Setup’ to get a pop-up form that allows you to select which printer (default or specific) to use. All reports are formatted with the possible exception for margins on your default printer. You do not need to change the orientation of any report even though you have that option. Typically you should be able to just use the ‘Default Printer’ for printing your reports. If you need more information on setting up printers, see you computer or printer software documentation.
NOTE: if you try to print a report that has no data, you will see "ERROR" on the report. Close the report and add data to the input form, or save the record you were working on before printing the report.