Creating PDFs of Reports

In Work with Spool Files, you may create a PDF of a report by selecting the file, clicking the Output as PDF check box and clicking the Next icon next.gif. When the PDF is created it displays in an Adobe® Acrobat® window with the standard buttons for viewing, printing, saving, etc.

Note: The more pages a spool file contains, the longer it takes to convert to PDF.

To send the PDF as an attachment to an e-mail:

  1. Click the E-mail icon emailicon.gif to display the PDF E-mail window.

  2. Key one or more addresses in the E-Mail Addresses box, pressing <Enter> between each address or use the “autofill” feature that allows you to complete client email address fields with just one click. Refer to the Central Data Base|Client Email Address Maintenance option for setup.  After setup, this feature will save you from having to type the full client email address. Start typing a client email address to display a list of available email addresses starting with your keyed character(s). Click the applicable email address from the list to automatically fill the Email Address field with your selection.

-Or-

Use the buttons at the bottom of the window to retrieve e-mail addresses from the Central Data Base. See the Note below.

  1. Key the Subject to identify the contents or the e-mail or leave blank to default to "PDF Report" as the subject.

  2. Click the "Notify when the receiver opens this email" checkbox to have a message sent to you when the recipient opens the email.

  3. To include a message on the e-mail, key the message in the Additional E-Mail message text field.

  4. Click <Send E-Mail> to send.

Note: The <Employee Search> button lists the e-mail addresses defined for each employee in Data Base Maintenance|Employee Admin or Employee Profile in Central Data Base. The <Client Search> button lists e-mail addresses defined for clients in Client/Product Definition in Central Database. The <Vendor Search> button lists vendors defined in Common Vendor (but not vendors defined in Vendor Definition). An email search function is available on each of the search windows. Click any of the search buttons on the Email Window to list e-mail addresses as defined above. Key search words in the Email field and click the Search icon to search for the email address. When found, click <Submit>. The email address of the selected search item displays in the Email Window.