Operation Manual

Printing/E-mailing/Faxing Group Reports
The Print/E - mail/Fax Reports Wizard enables you to select Group reports from a list in the
and print, e - mail, and/or fax these reports. Group reports can be generated only for groups that are defined within
Population Management and display data for groups, including any combination of the following:
● Standard Reports that appear under Population Management
● Favorite Reports that are saved within Population Management
● Group Custom Reports designed within Build Custom Reports
Note: Print/E - mail/Fax Reports uses the report templates from within Build Custom Reports. A template
is a user - designed document that is automatically filled in with selected group information.
● Group Batch Reports designed within Build Batch Reports
Note: A batch report is a set of existing reports that are always printed, e - mailed, and/or faxed together.
Follow these steps:
1. From the Main Menu window, click Advanced Reports and Letters .
2. Click Print/E - mail/Fax Reports on the Advanced Reports and Letters menu window to open the Print/E -
mail/Fax Reports – Select Report Type screen.
3. From the Print/E - mail/Fax Reports – Select Report Type screen, select the Group Reports option, and
click NEXT .
4. From the Print/E - mail/Fax Reports – Select Groups screen, click the Select from drop - down arrow, add
one or more groups to the Group List on the right, and click NEXT .
5. From the Print/E - mail/Fax Reports – Select Reports screen, click the Select from drop - down arrow to
select Standard Reports, Favorite Reports, Custom Reports or Batch Reports.
6. Add one or more reports to the Report List on the right, and click NEXT .
Note: Select a report and click Preview to see an example of this report.
7. From the Print/E - mail/Fax Reports – Select Output screen, select one or more types of output (print, e - mail,
fax, or PDF), and the output language. Click FINISH .
Note: The only languages available are those that were chosen at install.
Advanced Reporting ( v1.1 )
Printing/E - mailing/Faxing Group Reports
Version: 1.0
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