Overview

1. Print a report. (When you use the Print function, the system will create the report's PDF file based on the selections and open it in a new tab. You can download the soft copy or print the paper copy as per your requirements.)
2. Export the report as PDF, CSV, or Excel. 
   
3. Open the PDF on a new tab with a single click. 

You can print/export any report included in List Reports, Sales Reports, Smart Till Reports, Inventory Reports, and Lottery Reports following the steps mentioned in this article.

1. Printing/Exporting a Report 

1. Navigate to the report you wish to print, such as a Buydown Sales Report, Invoice Summary Report, or Time Clock Report. 
   
2. Configure a report as per your requirements using the filter options and click the "Print/Export Report" button highlighted in Figure 1.1. 
   

Figure 1.1

1. The "Print Options" pop-up screen will open, as Figure 1.2 shows.
   

Figure 1.2

1. Make appropriate selections:
   

1. Select Print Option: Select any option: "Print Current Page Only" or "Print All Pages."
   
2. Preview: Enable this toggle button to view the report preview before downloading the PDF.  
   
3. White Background: Enable this button if you want the report to have a white background.  
   
4. Show Filters: Enable this button to view filters in the reports.
   
5. Include Header: The system enables this button by default. Please turn it off to exclude the report's header from the report. 
   
6. Include Company Name: When you toggle this option to "Yes," the system adds the company name to the header of the printed or exported report.
   

1. Change Report Name: When you toggle this option to "Yes," a new field, Enter Report Name, is displayed below. The name entered in this field will be displayed as a title in the exported report, and the same will be displayed as an email subject if Send As Email is enabled. Allows the user to override the default report title before printing or exporting. 
   
2. By default, both options are disabled. 
   

Note: The changes only affect the report at the time of print or export and do not alter the original report configuration. 

1. Print Title on Every Page: This button is enabled by default. Turn it off if you want to hide the report's title on each page. 
   
2. Font Size: This drop-down menu allows you to choose the font size for printing the report. You can choose any option: "Small," "Medium," and "Large." The system selects "Medium" by default. 
   
3. Send As Email: Enable this button to send the report's PDF file via email. The Email Address field will appear. Enter the email address and click "Send Email." 
   

Note: If sending to multiple recipients, be sure to add each email address to its own line.

Caution: Ensure you have typed the email addresses correctly, as the system will not be able to tell you if the email fails to reach the intended recipient.

Figure 1.1.1

Figure 1.2.1

Figure 1.2.2

Make appropriate selections:

1. Select Export Option: Select any option: "Export Current Page Only" or "Export All Pages."
   
2. White Background: Enable this button if you want the report to have a white background.  
   
3. Send As Email: Enable this button to send the report's CSV file via email. The Email Address field will appear. Enter the email address and click "Send Email."                                                                                     

Figure 1.2.3                                                                                                                          

1. Navigate to the report you need to export and configure a report as per your requirements using the filter options.
   
2. Click the "Print/Export Report" drop-down and click "Export as Excel (xlsx)" highlighted in Figure 1.3.1.

Figure 1.3.1

Figure 1.3.2

Make appropriate selections:

1. Select Export Option: Select any option: "Export Current Page Only" or "Export All Pages."
   
2. White Background: Enable this button if you want the report to have a white background.  
   
3. Show Filters: Enable this button to view filters in the reports.
   
4. Include Header: The system enables this button by default. Please turn it off to exclude the report's header from the report.
   
5. Export Without Formatting: Enable this button to export the report without any formatting.
   
6. Send As Email: Enable this button to send the report's Excel file via email. The Email Address field will appear. Enter the email address and click "Send Email."                                                              
   

Figure 1.3

1. Click "Start Print." 
   
2. The report's Excel will be downloaded or emailed depending on settings.

Figure 1.4.1