PMXpert User Manual

Print Reports

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Print Reports

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1.Select the Report you want to print. From the Reports menu, select the type of report you want to print. If you are working in one of the main screens, click the appropriate Print button located along the right side of the screen.

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2.The corresponding dialog box will open.  Here, you can select report options for running the reports.

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3.NOTE: These instructions will only describe the options that are common to most reports.  Many reports will have other options, which will be described later under Report Descriptions.
Click to expand/collapse textReport Template

From the Report Template drop-down box, select the template you want to use.  There may only be one option.

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Click to expand/collapse textReport Title

You can accept the default Report Title or type a new one.

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Click to expand/collapse textReport Shading

Click on a radio button to indicate whether you want Report Shading (of headers and footers) On or Off.

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Click to expand/collapse textShow Printed By

If you want the report to display who has printed the report, select this checkbox.

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Click to expand/collapse textSort

You may also be able to choose the sort order of the report records. Note that the Sort button will not be available for all reports.

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1.The Sort button may appear at the bottom of the dialog box next to the Filter button.
2.Click the Sort button to open the Sort Order window.
3.Select an option from the Sort Order drop-down list.
4.If you choose <CUSTOM>, select the custom sort order fields from the Custom Sort A, B and C drop-down lists.
5.Check the Descending checkbox to reverse the sort order by that field.
6.When you are done, click OK.
Click to expand/collapse textFilter

You may be able to limit the records that appear in the report by creating a filter. Note that the Filter button will not be available for all reports.

Check in the bottom left corner to see if the Filter button is available for the report you are printing.

Click the Filter button and review the instructions in Chapter 1: Introduction, Common Functions: Filter Information.

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4.When you have selected all the options available in the window, click OK.
5.The Print dialog box appears, displaying four radio buttons.

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Click to expand/collapse textPrinter
1.Select Printer to send your report to the printer.
2.Select the correct Printer from the Name drop-down list and ensure that the settings for Paper, Orientation, Page Range and Copies are correct.
3.Click OK.
Click to expand/collapse textScreen
1.Select Screen to view your report on-screen or to preview it before selecting another option.
2.Click OK. The report will open in the Print Preview window.
3.Click the Printer icon in the upper left corner to bring up the Print dialog box again or click Close when you are finished viewing the report.
Click to expand/collapse textFile

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1.Select File to save your report to a file.
2.From the Type drop-down list, choose what kind of file you want to save it as (.pdf, .jpeg, .rtf, etc.).
3.Click the File icon next to the Where field.
4.In the Save to File dialog, choose where you want to save the file and click Open.
5.Click OK.
Click to expand/collapse textEmail
1.Select Email to save your report as a .pdf, .rtf or .tiff file that you may send as an email. Click the radio button next to the attachment type of your choice.
2.Click OK. The Email window opens, with your selected report attached at the bottom.

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3.Enter the recipients of the email:
a.If the recipients are not in your User list or Address Book, type the email address of your recipient(s) in the To, Cc or Bcc fields, as applicable.
b.If the recipients are entered in your User list or Address Book, click the To, Cc or Bcc button.  In the Select Recipients window, choose a contact list from the drop-down list: Users/Staff, Labor, Suppliers or Operators.  Select the contact from the list below and click the To>, CC> or Bcc> button to the right.  PMXpert will warn you if the contact does not have an email address.  When you are done selecting the recipients, click OK.

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4.Enter a Subject and type any additional notes you want in the body of the email.
5.To create a document in the word processor, click the Wordprocessor button.  In the Word Processor, type the document you want to send in the body of the email.  When you are done, click the X in the upper right corner and click Yes to save changes.  The document will appear in the notes area at the bottom of the Email window.

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6.Click the Send button in the lower right corner.
7.The Confirm dialog box should inform you that the email was sent successfully.

NOTE: If the report comes up blank or says “No Data Found”, check the parameters such as the date range and filter to ensure that they are not so restrictive that no records match the criteria.