Choose how to print reports

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

You can send them to a printer, preview them on-screen, or save them to the spooler to print later.

Set the default output mode

Open: Tools > Choose Output Mode.

Select where to print your reports:

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

• 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.

Printer

Using the Printer output mode, all reports are sent directly to the printer.

When you print each report, you can choose which printer will be used.

Preview

Using the Preview output mode, 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.

  See 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; CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format., XML Extensible 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.

  See Page setup and orientation in Report Designer (video).

• 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

Using the Spooler output mode, all reports are sent to the spooler print queue, 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 open the spooler, select Spooler.

  This shows a list of all reports that have been sent to the spooler.

  Note: To use the spooler, your user account must have access to the print spooler. See Control user access to the print spooler.

• To view, print or delete reports in the spooler, see Print reports and documents from the spooler.

Questions