When using the Web Interface, users can generate reports and save them as PDF files. These files are automatically downloaded to the user’s local computer, from where they can be printed. For most entities (all other than Tickets), the system allows for only one pre assigned report—referred to as the “Default Detailed Report” —to be generated via the Web Interface. This report is defined in the client application by going to Tools > Options > Accounts/Assets/Opportunities tab > ”Default Detailed Report” field.
To print a report for an entity (other than Tickets), open the entity’s window in the Web Interface. Click on the ”Print Default Details Report” field in top right corner
Print Default Details Report - Account window
The default report assigned to the entity is then automatically generated as a PDF file and downloaded to the local PC. You are then given the option to open the PDF file or save it locally. You can then print the PDF report to a local printer.
Generating and Printing Ticket Reports
When working with Tickets over the Web interface, users have more Report options. Users can choose from two predefined Ticket reports that are only available over the Web interface—the “Printable Service Form” or the “Printable Service Form, Including Taxes”. These reports are specifically designed to be used from the Web Interface and are available from the Ticket window. Printing any of these reports will immediately display them in a print-preview window, allowing you to print the report to a local printer.
For all other reports, click on the “Printing to PDF...” option, which opens a drop-down list of all the reports available for tickets. In this list you can can choose from any of the reports available for tickets in the client application. The report is generated and saved as a PDF file and downloaded to the local PC.
Printing tickets from the Web Interface
Selecting one of these reports prints the report into a temporary PDF file on the server, and immediately downloads it so you can open the PDF file or save it locally. You can then print the PDF report to a local printer.