About program-wide drill-down into report information
About setting up emailing and faxing through Sage 100 Contractor
About report printing
Clicking the Print Records button on many Sage 100 Contractor windows opens a Report Printing window that is pre-loaded with reports specific to the area in which you are working. For example, if you are working in 3-2 Receivable Invoices/Credits, Sage 100 Contractor opens 3-2 Report Printing.
Report Printing window toolbar
The toolbar buttons in the Report Printing window provide versatile tools for working with reports. As they appear on the toolbar, from right to left, the buttons are:
- Send report to the selected printer sends the selected report to the default printer or the printer you select from the printer selection drop-down menu.
- Preview report on screen opens the selected report in print preview mode with drill-down functionality (when available).
- Send report data to Excel opens the report in an Excel worksheet.
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Send report to Word sends the report to an Export to File window. Click Save to open the report in Word as an RTF file.
The default Save in folder is the Reports folder under the company folder.
- Create a PDF file of this report sends the report to an Export to File window. Click Save to open the report in Adobe Reader as a PDF file. The default Save in folder is the Reports folder under the company folder.
- Send report as an Outlook email attachment launches Outlook with the report attached to an email message as a PDF file.
- Email this report opens the Email Distribution window which provides the means to send a message through Sage 100 Contractor email functionality.
- Fax this report opens the Fax Distribution window which provides the means to send a fax through Sage 100 Contractor faxing functionality. (Requires an installed fax modem.)
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Schedule this report opens the Report Scheduling window, which you use to schedule the printing or emailing of the selected report.
Note: This button is not available in the 13-4 Report Printing window.
- Set the print orientation to landscape or portrait becomes available when printing graphs or charts.
- Enter notes for this record opens the Notes window and, if the form design contains the field for inserting a note, the text of the note is inserted in the selected report.
- Enter a new record clears the selection criteria and resets the form design to the saved default.
- Printing reports on legal-sized paper is a special condition.
- Printing Gantt charts works differently than other report printing. For example, you must select a form design with either portrait or landscape orientation. Paper size and the size of the detail section do not matter because the program takes the selected form design elements and resizes them to fit the size of the selected printer page size.
Selection criteria and form designs
In the Report Printing window, you can select which report design is printed. Using the selection criteria, you can narrow the scope of a report to provide only the information you need. In addition, you can make changes to a report before printing it.
Tip: Custom reports are tagged as [Private], [Shared], or [Company] reports, indicating how the reports were saved.
Report printing allows you to set up printer defaults. Most windows from which you can print have a dedicated Report Printing window. Suppose that you have two printers: a tractor feed printer that is used to only print checks and a laser printer that is used to print all other documents. In the Report Printing window from which you print general ledger checks, you can set the dot matrix printer as the default.
Important! Scheduling reports to email, fax, or print does not work if the company data is opened exclusively. If you have a question, you can review the file SARAEventLog.txt found in \Program Files (or Program Files (x86))\Sage\Sage 100 Contractor to see if a scheduled report has been sent or not and if the company was “opened for exclusive access by another user.”
To print a legal-sized PDF or RTF report.
- From the printers drop-down list, select either Sage 100 Contractor RTF Export or Sage 100 Contractor SagePDF Export.
- From the Size drop-down list, select Legal.
- On the toolbar, click the Print records button.
Note: To avoid truncating the 2-3-0-34 Income Statement~All Periods report, you must print it on legal-sized paper. One-click printing using the Create a PDF file of this report button does not print on legal-sized paper, even if you select this paper size, because one-click buttons use the default printer’s default settings, which are typically set to letter-sized paper.