Choose how to print reports

The Output Mode enables you to choose how reports, letters and documents are printed from Sage 200cloud.

You can send them to a printer, preview them on-screen, or save them to the SpoolerAn area in Sage 200 where you can save all your reports in a list, rather than sending them directly to the printer. The reports stay in the Spool list, until you choose to delete them. You can print them as often as you require. to print later.

To choose your output mode

Open: Tools > Choose Output Mode.

Select where to print your reports:

  • Printer: All reports are sent directly to a printer.

    Note: You can also print to a printer after previewing on-screen, or sending the report to the Spooler.

  • Preview: All reports are displayed in preview mode first. This shows the report as it will be printed. You can amend the format of the report and then send them to the printer.

  • Spooler: All reports are sent to the Spooler queue, which saves the reports so you can print them at another time.

Preview

All reports are displayed in preview mode first. This shows the report as it will be printed. You can amend the format of the report and then send them to the printer.

You have the following options:

  • Print: Sends the report to the printer.
  • E-mail: E-mails the report.

    If you have not entered any email options for the report in Report Designer, this opens your e-mail program for you to set up an e-mail message. The report file will be attached to the e-mail.

    If you have set up email options for the report in Report Designer, this emails the report to the specified recipients.

  • Data to Excel: Sends the report data to an Excel spreadsheet.

    For more information, watch Send report data to Excel with Report Designer (video).

  • Export: Opens the Save As window. The report can be saved using any file name you want and in a variety of formats; CSVComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format., XMLExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format., Text, HTML or as a .datareport (Report Designer) file.
  • Page Setup: Changes the margin settings, size and orientation of the paper. It also selects the printer tray. If you change the page settings, the report may not fit the page.
  • Printer Offsets: Changes the offsets used by the report.
  • Edit: Opens the report in Report Designer for editing.
  • Styles: Changes the font for various parts of the report. If you change these, the report may not fit the page.
  • Spool: Saves the report to the Spooler. This is useful if you do not want to print the report at this time. The report will stay in the Spooler queue, available to print, until you delete it.

Spooler

All reports are sent to the SpoolerAn area in Sage 200 where you can save all your reports in a list, rather than sending them directly to the printer. The reports stay in the Spool list, until you choose to delete them. You can print them as often as you require., which saves the reports so you can print them at another time.

Sending reports to the Spooler also allows you to continue to work without waiting for your reports to be printed. This is useful if you have a large number of reports to print. The reports stay in the Spooler until you delete them. You can print them as often as you require.

To be able to save and print your reports using the Spooler, your user account must be a member of a role with access to Print Spooling features. This is set in System Administration.

You can access the reports you have sent to the Spooler from the Spooling workspace or from the Spooler window. This displays a list of reports for all companies that you have access to.

Use the Spooler window

Open: Spooler .

This displays the reports sent to the Spooler in a window. For every report in the Spooler queue, you can:

  • View: Preview the report on-screen.
  • Print: Print the report. The report will still remain in the queue so you can print it as many times as you require.
  • Email: Email the report.

    If you have not entered any email options for the report in Report Designer, this opens your email program for you to set up an email message. The report file will be attached to the email.

    If you have set up email options for the report in Report Designer, this emails the report to the specified recipients.

  • Delete: Delete the report from the Spooler queue.

    It is good practice to delete old reports from the Spooler queue regularly to prevent it from getting too large.

  • Refresh: Update the list. This is useful if you have been deleting old reports.
  • Use Filters to only show the reports you're interested in.

    This feature is only available from Sage 200cloud Professional Summer 2018 version onwards.

    • You can filter the list by Report name, the User who produced the document, the Company (if you use multiple companies), the date of the report, or the status of the report (printed or not printed). Once you've selected the criteria, click Display to filter the list.
    • If you've filtered the list and want to show all reports again, click Reset.
  • Sort the list. Click a column heading to sort that column ascending or descending.

Note: You can't use the Data To Excel feature when reports are sent to the Spooler. If you want to use this, then you'll need to Preview the report.

Use the Spooling workspace

This displays the reports sent to the Spooler, in a workspace. The workspace displays spooled reports for all companies that you have access to.

You can access the Spooler workspace from your desktop or from a browser.

FAQs