HowTo:Generate Printable PDFs for Views, Records, and Reports

HowTo:Generate Printable PDFs for Views, Records, and Reports

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HowTo:Generate Printable PDFs for Views, Records, and Reports
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For:   Users
Level: Intermediate
Time: 10 minutes

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Contents

Print a View

When your current View shows a collection of records, you have a couple of printing options.

To print the view showing in the current page:

  1. Click the Wrench icon File:WrenchIcon.png
  2. Click Print this View
    The page of records you are currently viewing is displayed in a new window, as a preview.
  3. Use the web browser controls to print the page or save it to a file.

To print multiple records, or all records in a view:

  1. Click the [More Actions...] button
  2. Click Print
    A dialog opens with additional options.
File:PrintRecordsInView.png
You can choose to:
  • Modify the list of records selected from the current view
  • Choose one of the available views, to print all of the records it contains.
  • Choose to format the records using an existing Form layout or a Print Template.
    (If you choose Print Template, and none exist, a button appears to let you create one on the spot.)
  • Choose Portrait or Landscape mode for the printer
A PDF containing the results is generated in the background, and a message is sent to your inbox when it is ready for you to download.

Print a Record

You can also print an individual Record.

To print a Record
  1. Visit the Object Record.
  2. Click the [Print] button
    A dialog box opens with printing options.
  3. Choose your printing options:
    • Choose to format the record using a Print Form or a Print Template.
      (If you choose Print Template, and none exists, a button appears to let you create one on the spot.)
    • Choose Portrait or Landscape orientation for the printer
    • Choose to Open in a New Window or Save as Document
      The generated format depends on your choice and the type of template:
Save as Document Open in a New Window
JSP template PDF HTML
HTML template
Word template Word document
PowerPoint template PowerPoint file

Print a Report

To print a Report:

  1. Open the Reports tab and select a report to run (click a report name to select it)
  2. Click one of the buttons that appears at the top of the report:
    • [Print HTML] - Construct an HTML that can be printed or saved from your browser
    • [Excel Print] - Create an Excel-format file. From your browser, open it in Excel or download it and save it.
    • [Export] - Create a CSV (Comma-Separated Value) file that can be downloaded and used elsewhere.
Learn more: Options in Reports

Advanced Printing

  • Create and use Print Templates to design custom printouts for invoices, order forms, contracts, or any other Object.
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