Difference between revisions of "PDF Generation Report"
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(Created page with "==Overview of WP12== Category:Mail Merge Category:Electronic Correspondence") |
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==Overview of WP12== | ==Overview of WP12== | ||
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+ | The PDF Generation Report allows you to report against pdf emails sent within a date frame you specify. The report output lists the Name PIN, Name, generation date, document description, email status, and email address. To run this report: | ||
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+ | * From the DDI Connect main menu, double-click Merge System | ||
+ | * Double-click Administrative Tasks | ||
+ | * Double-click PDF Generation Report. The parameters screen will launch: | ||
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+ | [[File:WP12.png]] | ||
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+ | The following fields are available on this screen: | ||
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+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Start date''' || Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
+ | |- | ||
+ | | '''End date''' || Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
+ | |- | ||
+ | | '''Email status code''' || To filter the results by status code, you can type the code or codes, separated by commas, or click the list icon to select from a list of [[Email Status Codes|active email status codes]] in the system | ||
+ | |- | ||
+ | | '''Sort by date''' || If you wish to sort the report output by date, select this option | ||
+ | |} | ||
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+ | {{Print Options}} | ||
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+ | Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report. | ||
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+ | [[File:Sample WP12.pdf|thumb|center]] | ||
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[[Category:Mail Merge]] | [[Category:Mail Merge]] | ||
[[Category:Electronic Correspondence]] | [[Category:Electronic Correspondence]] |
Latest revision as of 12:44, 22 October 2012
Overview of WP12
The PDF Generation Report allows you to report against pdf emails sent within a date frame you specify. The report output lists the Name PIN, Name, generation date, document description, email status, and email address. To run this report:
- From the DDI Connect main menu, double-click Merge System
- Double-click Administrative Tasks
- Double-click PDF Generation Report. The parameters screen will launch:
The following fields are available on this screen:
Field | Description |
---|---|
Start date | Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
End date | Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Email status code | To filter the results by status code, you can type the code or codes, separated by commas, or click the list icon to select from a list of active email status codes in the system |
Sort by date | If you wish to sort the report output by date, select this option |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.