Reports

Printing a report or saving it as PDF

Every report has a Print / PDF button. The page is laid out for you: you do not need to change the paper, margins or orientation yourself.

Before you start

  • Run the report first, with the dates, filters and search you want. What is printed is what the report shows: the same rows, in the same order.

Steps

  1. Click Print / PDF at the top right of the report.
  2. On long lists you will see "Preparing the report for printing…" for a moment while every row is gathered. A list of about 13,000 customers takes about half a minute.
  3. The print window opens. Choose your printer, or Save as PDF, and print.

How the page is laid out

  • Portrait or landscape is chosen automatically. Reports with 8 or more columns, or too wide to fit across a portrait page, print in landscape.
  • Margins are thin (6 mm), so more of the page is used.
  • The text size fits the page: larger on reports with few columns, smaller on very wide ones, so there is little empty space.
  • Long text such as descriptions wraps onto a second line. Amounts, dates and column headings always stay on one line.
  • Every page prints, with the column headings repeated at the top of each page.
  • Buttons and icon-only columns (like the magnifier) are left off the paper.

Tips

  • To print fewer pages, narrow the report first: a shorter date range, a search, or a filter on a column.
  • Save as PDF in the print window gives you a file to email or attach.
  • Excel or CSV is better than paper when you want to work with the figures.

Common problems

  • The orientation option in the print window is greyed out → The report chooses portrait or landscape for itself. This is expected.
  • The print shows only part of a list → Make sure you clicked the report's own Print / PDF button, not the browser's menu or Ctrl+P. The button gathers every row first; the browser's own print only sees the rows on screen.
  • It takes a long time before the print window opens → Very long lists are gathered row by row. Wait for the notice at the top to go away, or narrow the report first.

See it working on your own business

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