ug8-6

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
ug8-6 [2022/06/28 11:46] – Shelley Hunterug8-6 [2022/06/28 12:03] (current) – Shelley Hunter
Line 17: Line 17:
   *Click on print in the usual manner, but select the tick box option **Print to File**. Select the **Type** of file extension required, XLS for Excel, PDF for Adobe, RAF for Archive, TXT for Text, WK1 for Lotus, WQ1 for Quattro and BMP for Graphic.   *Click on print in the usual manner, but select the tick box option **Print to File**. Select the **Type** of file extension required, XLS for Excel, PDF for Adobe, RAF for Archive, TXT for Text, WK1 for Lotus, WQ1 for Quattro and BMP for Graphic.
   *On the right of the **Where** box are 3 small dots, click here and point this to a convenient destination to store the file created, click save and the results set file will be output there. You can attach this file to an email or copy to a disk and export. \\ \\   *On the right of the **Where** box are 3 small dots, click here and point this to a convenient destination to store the file created, click save and the results set file will be output there. You can attach this file to an email or copy to a disk and export. \\ \\
-  *If enabled by your agency you can save a report as a PDF to the Documents view and also Compliance Documents view on a Person record if you have Compliance rights. This is in addition to being able to Print and Save to File. You can also add to the Documents view on Company, Placement, Progress and Vacancy. Please note this can only be done if the report is generated from an individual record, it will not work on the selector screens.+If enabled by your agency you can save a report as a PDF to the Documents view and also Compliance Documents view on a Person record if you have Compliance rights. This is in addition to being able to Print and Save to File. You can also add to the Documents view on Company, Placement, Progress and Vacancy. Please note this can only be done if the report is generated from an individual record, it will not work on the selector screens.
  
 For reports that have had this feature added there is a new button that will show in the report that allows the saving of the report as a PDF or Save to File. \\  For reports that have had this feature added there is a new button that will show in the report that allows the saving of the report as a PDF or Save to File. \\ 
-{{:pdf_report.png?400|}}+{{:pdf_report.png?400|}} \\ 
 +<ifauth @technical> To enable this feature go to the reports view on the selector that relates to the report you want to enable this for. Once you have located the report highlight it and click on edit. Tick the box ‘Permission to save the report PDF to Docs’ and click ok. When a user opens the report there is a new button that enables them to save a PDF of the report to the Documents view of the record and also the Compliance Documents view if it is a Person record and the User has Compliance rights.</ifauth>
  
  
  • ug8-6.1656416793.txt.gz
  • Last modified: 2022/06/28 11:46
  • by Shelley Hunter