refers to:
person selector → reports tab
desktop form → reports tab
vacancies form → reports tab
temp desk form → reports tab
progress form → reports tab
placements form → reports tab
contact events form → reports tab
Open the selector screen where the report is located, choose some records to report on, or use a stored selection. In this example we will use the Person selector, 'Person Details (Basic)' report.
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.
Known Issue with Terminal Services use:
On later versions of windows server 2016 and upwards the call for getting the default printer has changed. Older applications then struggle to get the correct default printer and sometimes default to something that you wouldn't expect. To correct this a system administrator/IT admin must make the following change in local computer policy or in group policy:
Computer Configuration > Administrative Templates > Windows Components > Remote Desktop Services > Remote Desktop Session Host > Printer Redirection > Use Remote Desktop Easy Print printer driver first (set to disabled)
or create and run this vb script as a user login script if the above doesn't work:
Option Explicit On Error Resume Next Const HKCU = &H80000001 Dim strComputer, objReg, strOrigPath, strNewPath, arrKeys, strKey, strPrinter strComputer = "." Set objReg = GetObject("winmgmts:{impersonationLevel=impersonate}!\\" & _ strComputer & "\root\default:StdRegProv") strOrigPath = "Software\Microsoft\Windows NT\CurrentVersion\Windows\SessionDefaultDevices" strNewPath = "Software\Microsoft\Windows NT\CurrentVersion\Windows" objReg.EnumKey HKCU, strOrigPath, arrKeys For Each strKey In arrKeys objReg.GetStringValue HKCU, strOrigPath & "\" & strKey, "Device", strPrinter If strPrinter <> vbNull Then objReg.SetStringValue HKCU, strNewPath, "Device", strPrinter End If Next Set strComputer = Nothing Set objReg = Nothing Set strOrigPath = Nothing Set strNewPath = Nothing Set arrKeys = Nothing Set strKey = Nothing Set strPrinter = Nothing
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