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Phoenix - User Help

Navigation: Financial > Day to Day Tasks > Reports

Printing and Distributing Financial Reports

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Once the report details have been selected the report appears on the Phoenix Reports screen.  The function bar located at the top left of the work screen can be used to assist on-screen viewing of the report with the first six buttons used for zooming and scrolling through the report.

There are three options for distributing your freshly generated report:

Print

The Print print icon located on the function bar will print the on-screen report.  

 

Save as File

This feature creates either Portable Document File (PDF), Rich Text File (RTF), a Comma-separated Value (CSV), or a Microsoft Excel (XLSX) formatted file and saves it on your computer as instructed. Not all reports are available in all formats.

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.Select the file type.

4.Click OK.

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

 

Email Report

This feature creates either a Portable Document File (PDF) or a Rich Text File (RTF), a Comma-separated Value (CSV), or a Microsoft Excel (XLSX) as described above, then attaches the file to a message to be emailed. Not all reports are available in all formats. For this feature to operate you must have already configured your email settings in Phoenix.  See also Configuring Emailing.

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 wish to Email several reports at the same time, produce the files and save them using the Save As File instructions above.  Use appropriate file names so that you can identify 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 previously.  Enter the appropriate Email address, and type a message that is to accompany the reports, then send the Email.

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