How To Use Quick Print

Collect! Credit and Collection Software™

Page Table of Contents

* Access Quick Printing * Quick Print * Column Wrapping When Quick Printing * Include All Details - List View * Include All Details - Form View * Printing To Spreadsheet * Print Via Browser * Print To Technical Support

Related 'How To' Tutorials

* Use The Report Writer Commands * Import Reports * Export Reports * Use Quick Print * Build Reports Or Letters * Add A Font To The Report Writer * Restore Printer Control Codes To Stock Settings * Use Headers And Footers * Create An Export Report * Use Prompts In A Report * Use Arrays In Reports * Use Flags To Control Printing * Create A New Report Library * Delete A Report Library * Print Letters To A Single Account * Print Letters To A Tagged List * Print To Debtors With Multiple Accounts * Batch Process Letters And Emails * Retrieve A Copy Of A Printed Letter * Mail Merge From Collect! To Word * Create An RTF Report * Create An Envelope Report * Send The Validation Notice * Take Checks Over The Phone * Print Client Checks * Update Commission And Rates In Mass * Edit Note Blobs Using @EDIT * Print Notes * Fax * Design HTML Browser Reports * Edit The Style Sheets For Browser Reports * Setup Sending Email In Collect! * Setup Email Using Microsoft SQL Server * Setup A Local Email Server Using Hmailserver * Send Email * Scan Reports And Letters For Missing Text * Use The Heatmap * Use Account Toss With Custom Distribution * Use The Workflow Report

This function prints a summary report of the currently displayed record or list.

Access Quick Printing

Pull down the Print menu and choose Reports and Letters.

Wherever you are in Collect! the Report Definition list will allow you the Quick Print option although most other reports in the list will change depending on what form is open.

Useful Note If you do not want a user to access the Quick Print option, set the Access Rights for the Print -> Quick Print menu item to be No Access. Doing this will also remove Quick Print from the Reports & Letters list.

Quick Print

The Quick Print option prints a summary of the contents of the record or list you have currently selected. The titles and field contents are printed in one of a few different formats, dependent on whether you are looking at a list or a form. You can choose to print details or only line items.

When printing a list, Quick Print automatically totals ALL numeric fields.

Since dates and some other items are numeric (even though it may not appear so on the screen) these items will show totals. Ignore these totals unless you understand what they represent.

Quick Print allows you to print using the same choices as regular printing - file, screen, spreadsheet and email output are all supported.

Column Wrapping When Quick Printing

When you Quick Print a list, for example, the Client List, you may find that your columns have "wrapped" and are not spread out across your page or screen. To remedy this, when you go to print your report and the Print Report screen pops up, change your Page Width to 132. Then choose Print and your columns will be aligned properly.

Useful Note Word wrapping and column alignment are handled well automatically when you print via browser. Then you can print the resulting HTML page to your printer to produce a quick but attractive report.

Include All Details - List View

When you use Quick Print, you will be prompted to "Include all details in this report?" On this prompt, if you select yes, Collect! will output all available columns for the record that you are on. If you select no, then Collect! will only output the columns that are displayed. To build a customized report, you can insert and remove columns by right-clicking the column headers.

Include All Details - Form View

When you use Quick Print, you will be prompted to "Include all details in this report?" On this prompt, if you select yes, Collect! will output all available fields for the record that you are on and any sub-records will output all fields with all data for each sub-record. If you select no, then Collect! will output all available fields for the record that you are on and any sub-records will output the columns that are displayed. To build a customized report, you can insert and remove columns by right-clicking the column headers of the sub-records.

Useful Note Records without sub-records will appear output identical results whether you pick yes or no.

Useful Note Try this for yourself. Bring up any debtor, then use Quick Print with both yes and no.

Printing To Spreadsheet

When printing "All Details" to Spreadsheet, only records in the list will be output, Collect! will not drill down into sub-forms.

Print Via Browser

Press the Printer Setup button on the Print Report screen to display the Printer Setup dialog. Switch ON Print Via Browser. Then press Exit and you will be back at the Print Report screen. Now you will see a Print Preview choice that wasn't there before. Choose this and press Print to view your Quick Print results in HTML format.

Print To Technical Support

When you select 'Screen' as your report output option, the check box labeled "Technical Support" is displayed. You can switch this on to send a copy of your Quick Print results directly to Technical Services for review. This is very useful when technicians need to see details of lists or of a particular Debtor. It is much quicker and more convenient than sending an email.

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