When you select Print the following screen appears :
After selecting year to print and report type, click on « Ok ». The print control screen as seen below will appear.
When all information for printing is satisfactory, click on « Ok ». You can then views documents prior to printing. More information on
printing reports is contained in the section on
Printing the Files List
Move the pointer on the differents fields and buttons of the following screen
to obtain context sensitive help.
Year to print : select Year to print. Enter « XXXX » to print files of all years in which files were created.
Report type : select report type. Three (3) choices are offered. In the detailed report, all data entered at file creation will be printed for each file. The Summary report will contain only the name of the file, client name, telephone number and
contract date. The Customer Profile report will give a summary of all informations about a specific file : client
name, address, etc, client notes (if applicable), billing notes (if
applicable) and detail of submitted invoices (if applicable). When you select the Customer Profile report, the « List » button became active so you can access the Files list in order to choose the desired client.
Manager : if you need to print the files list for the files managed by a specific
employee, enter his employee's number in this field.
Sort by : when printing the Files list, it is possible to select the sorting mode in
order to print the list in a particular order. The following choices are
availables :
Sort by file number
Sort by description
Sort by client name and description
Click on « Cancel » to stop printing.
Note : Screen shown above may differ from what is displayed on your monitor. Your
version of Windows® as well as your printer will determine the aspect of this screen.