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Phoenix - User Help

Navigation: Budgets > Budget Reports

Printing and Distributing Budget Reports

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Once you have generated a report from the Reports menu, you will be shown a preview of the report on screen.

There are three options for distributing your freshly generated report:

Print

The Print printer@40px icon located on the function bar will print the on-screen report.  

 

Save as File

This feature creates either Adobe Portable Document File (PDF), Rich Text File (RTF), or a Microsoft Excel (XLSX) formatted file and saves it on your computer as instructed.

A PDF document is especially compact, and very good for distribution over the Internet. It also has the advantage that it cannot be easily edited; you can be confident that the document is not being altered by those that it is distributed to.

An RTF document can be opened and edited by many programs including WordPad that is shipped as part of Microsoft Windows, and Microsoft Word which is very widely used.  If you find the formatting of the report files is strange when opened in your word processor, AGDATA suggests that you open the file using WordPad under Accessories in your Windows system.

An XLSX file is able to be open by Microsoft Excel.  This format is good if the document will be used by someone who wants to use the data from your report to generate a new report collecting data from other sources as well.

1.Click on the Save As button save-filled-document@40px.

2.Select the location and enter the file name where you wish to save the file.

3.Click OK

Now you can copy the file, print or send it from the saved location.

 

Email Report

This feature creates either a Adobe Portable Document File (PDF), a Rich Text File (RTF) or a Microsoft Excel (XLSX) file  as described above, then attaches the file to a message to be Emailed.  For this feature to operate you must have a MAPI compliant email program and modem installed, and have a current email account with an Internet Service Provider.  See also Configuring Emails.

1.Click on the Email button mail-back@40px.

2.Change the File Name or File Type if required.

3.Click OK.

4.Check or enter the Email address.

5.Click Send.

If you want to Email several reports at the same time, then produce the files, and save them using the Save As File instructions above.  Use appropriate file names so that you will know which is which later, and save the files to a convenient folder on your system.

After generating the reports and saving files, run your Email program, and start a new message.  Using the Attach function of your Email program, attach the files saved to the email.  Enter the appropriate Email address, and type a message that is to accompany the reports, then send the Email.

 

See Also: Exporting Budgets

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