Creating and Printing Weekly Reports

  1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
  2. Click the Weekly tab.
  3. Add or remove reports from the list of reports. For more information on adding and removing reports, go to Adding and Removing Reports From Tabs.
  4. Click the Alphabetically or By Category radio button at the bottom of the window to view the list of reports alphabetically or categorically.
  5. Select a report to create and print using one of the following methods:
    • Select the Prt check box next to the report that you want to create and print.
    • Click Select All to select all reports.

      Click Unselect All to deselect all reports.

  6. Type or select dates from the Date and To boxes and click Set Dates.

    The date in the Date box is transferred to the reports that have selection dates.

    The date in the Date box is automatically set to seven days before the current day. The date in the To box is automatically set to the current day.

  7. Complete the Selections Criteria and Sort Order fields with appropriate information. For more information on completing these fields for the report(s) that you are printing, go to the report(s) in the List of Reports .
  8. Select a printer or fax program from the Current Report Printer drop-down menu.
  9. Select a report and click Preview to preview the report. If you do not want to preview reports, go to step 11.

    The Preview Window opens.

  10. Complete one or more of the following tasks:
    • Click the Print Report icon to open the Print window and print the report using the current report printer.
    • Click the Export Report icon to open the Export window and choose a format and destination for your exported report.

      If you are exporting the report to a Microsoft Windows application, such as Excel, select the MS Excel 97-2003 Data Only (*.xls) format from the Save as type drop-down menu.

    • Close the Preview Window.
  11. Click Print to print or fax the report(s).

    The Print Reports window opens.

  12. Click Yes to print or fax all of the reports that you selected in step 5.

    The Paper Change Notification window opens.

  13. Select a printer or fax program from the Printer drop-down menu.
  14. Complete one or more of the following tasks:
    • Click Test Print to print or fax a test page.
    • Click Print to print or fax the report(s).
    • Click Skip to skip printing or faxing the report and print or fax the next report that you selected.