Print a Report

If you need to make any changes to the report or its recipients, see Edit a Report.

1. Access the Reports/Marketing area.

   To access the Reports/Marketing area from the Home screen, do one of the following:

   • Click Reports/Marketing on the navigation panel.
   • Click Areas > Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.

   To access Reports/Marketing from another area of the program, do one of the following:

   • Click Home > Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.
2. The My Reports list defaults when the Reports/Marketing screen opens. If the report is in a different list, click the button for that list on the navigation panel, or click on My Reports in the view filter and make a different selection.

These are the options:

1. • Account Reports
   • Activity Reports
   • Application Reports
   • Claim Reports
   • Client Contracts Reports
   • General Ledger Reports
   • Interface Reports
   • Management Reports
   • Opportunities Reports
   • Policy Reports
   • Transaction Reports

3. Click to highlight the report.

4. To print the report, do one of the following:

   • Click Print > Report on the options bar.
   • Click File > Print > Report on the menubar.

To preview the report before printing it, do one of the following:

1. • Click Print > Print Preview on the options bar.

     The Print Preview screen displays.

     Click Page Setup to specify the print parameters or to change the printer to which the report should be sent. Fill this window in as you would for any other document.
     
     Change the Zoom percentage to change the size of the document on the screen for easier viewing.
     
     Click the Single Page View , Double Page View , and Multiple Page View buttons to specify the number of pages that should display on the screen.
     
     Use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
     
     Click the Print button to print the report. The Print window displays. Print this report as you would any other document.
     
     Click Close to exit the screen without printing the report.

   • Click File > Print > Print Preview on the menubar.

     The Print Preview screen displays.

     Click Page Setup to specify the print parameters or to change the printer to which the report should be sent. Fill this window in as you would for any other document.
     
     Change the Zoom percentage to change the size of the document on the screen for easier viewing.
     
     Click the Single Page View , Double Page View , and Multiple Page View buttons to specify the number of pages that should display on the screen.
     
     Use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
     
     Click the Print button to print the report. The Print window displays. Print this report as you would any other document.
     
     Click Close to exit the screen without printing the report.

5. The report is distributed as it was when it was last saved.