Destination

• Screen, appears on screen.
• Printer, sends to a pre-selected printer.
• Disk File, select the file name and format for the file.
• Excel Worksheet, opens a worksheet in MS Excel and populates the report. This option is only available if MS Excel is available for COM access.
• Mail Message, an email message will open with the report attached.

Format

Enabled if Destination is Disk File or Mail Message. Select the file type to export to:

• Adobe PDF - PDF file, viewed using Adobe View Saved Report on the Reports tab or Adobe Reader. We recommend using standard system fonts in PDF documents.
• CSV File - Fields on a line are separated by commas.
• Tab Delimited File - Similar to CSV file except the fields are separated by the tab character.
• Quoted CSV File - CSV file with string fields enclosed by double quote marks (" ").
• Excel XLSX File - Microsoft Excel XLSX file, you can save to an Excel File regardless of MS Excel availability.

Note: Printing to CSV, Tab Delimited or Quoted CSV file does not include totals or headings other than column headings (if selected).

Printer

The currently selected Printer is displayed. Printer is used for Destinations Screen and Printer and for Mail Message or Disk File when Format is Adobe PDF. Printer may be selected from the available printers. Reports may be printed from the toolbar on the Screen Preview and will use the selected printer.

If your printer does not appear in the list because it was added while Accredo is running you can Refresh Printers from the File menu.

New Excel Workbook

Shown if Destination is Excel Worksheet.

Selected, creates a new Excel workbook even if one is already open.

Clear, adds new worksheet to open Excel workbook.

Column Headers

Available when Destination is Disk File and Format is CSV File, Tab Delimited File or Quoted CSV File.

Selected, the first line of the file will contain field header names.

Clear, the file will contain raw data only.

Append to File

Available when Destination is Disk File and Format is Adobe PDF or Excel XLSX File.

Selected, if the File Name is an existing file, the data will be appended to the end of the file.

Clear, if the File Name is an existing file, it will be overwritten.

Auto Open File

Available when Destination is Disk File.

Selected, the file will automatically open with the system default viewer after it is created.

Output Folder

Shown if Destination is Disk File. The folder the file will be output to. Remembers the previous output folder within a session.

File Name

Shown if Destination is Disk File. Select or enter the file name to save the report to.

Totals Only

Available for Report layouts and Analysis reports.

Selected, collapses the report to group level 1 or to totals only if no grouping. Only fields that are grouped or totalled appear on the report.

Default for the report can be set in the Preferences.

Edit Before Send

Available when printing Documents which have an associated email template and Destination is Mail Message.

Selected, message is created but not sent and may be edited prior to sending.

Clear, the email is sent immediately on Run from the Print dialog.

Defaults from User Email setting.

Email Template

Available when printing Documents which have an associated email template and Destination is Mail Message.

The email template specified in Document Defaults is loaded.

Report File Name

Shown when running Analysis reports, Documents or Custom Reports. Shows the report file name. Click Open In Designer to open the report or document in the relevant report designer.

Buttons

Reset to Default

Resets the Output folder to the SavedOutput folder in the Accredo System folder or Company Data folder depending on Use Private Output in Company settings.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Options (Alt+O)

• Preferences, you can set report preferences for one-off printing.
• Customise, make selections to customise the report.
• Add to Report List, add the report to the open Report List.
• New Report List, create a new Report list and add the report to it.
• New Destination Prompt Report List, create a new Report List with Destination Prompting and add the report to it.
• Add to Navigator, add the report to the Navigator. (Designed reports only).

Printer Settings (Alt+P)

Opens Print Setup. Select a printer and options, including duplex print settings.

Run (F9)

Run the report.