to use the default printer. This button
displays and is accessible from several windows. Clicking this button
from a report window sends the report automatically to the default printer.Most Eclipse report windows include Print and Hold buttons and the Options menu. You also have the CSV button to export in the .csv format for select reports. You can also specify additional selection criteria for some reports by using the Selection and Additional Selection Menus.
Note: If you are working in the character-based system, see About Report Hot Keys.
Click the Printer button to use the default printer. This button
displays and is accessible from several windows. Clicking this button
from a report window sends the report automatically to the default printer.
If you print more than one copy of any transaction, all copies after the first are labeled as "Reprint."
You can access additional options to manage your reports through the Print Options window. From the File menu, select Print.
|
To... |
Use this field or button... |
|
select a printer to which to send the document. |
Printer |
|
change the printing location of your document. Press F10 for a list of available printers to your user ID. The printer location is determined by user authorization and assignment first. Then the system checks if there is a ship ticket branch that is the same as the physical branch for the terminal ID. If you select a location that does not have any printers, the Printer field is set to None Configured and you need to select a different location, or configure printers at the selected location before continuing. |
Location |
|
e-mail the report or document to a user. |
|
|
fax the report or document to a user. |
Fax |
|
adjust the number of pages you want to print |
Start Page / End Page |
|
print more than one copy of the report or document |
Copies |
|
change the direction of the print on the paper from Landscape to Portrait. Landscape is the default. |
Orientation |
|
Page Width / Page Length |
|
|
indicate if you want to print double-sided. Note: Your printer must support duplex printing. |
|
|
change the tray from which to print on the printer. |
Tray/Path |
|
delete the report or document from your hold file after printing. |
Purge After Print |
|
not use the form feed on the printer. |
Suppress FormFeed |
|
enter multiple selections in the report field, such as vendors or customers. The button is available when the cursor is on a field that accepts multiple values. Note: This option is not always accessible. Reports that have the Multi option have a Multi button attached to the field. |
Multi (Multiple)
|
This option runs the report or procedure and sends it to the Hold File
to await further action. Click the Hold button 
or
from the File menu, select Hold. For more information, see Hold
Entry Details.
You can export select reports in a .csv format, using the .csv export button on the report window. which Being able to generate a report with .csv column separation, helps separate the data columns to accurately shows the columns in Excel.
You can only use the CSV output option on the following reports.
CSV output is available on these reports as of version 23.2
To output your report in a .csv format:
Select the CSV output button
. The tooltip is "Generate CSV for a spreadsheet."
Choose the button to send the file to the Hold File location or the Screen. When the file is sent to the screen, Excel opens the file to display on your monitor.
The following options are available on most reports:
|
Option |
Description |
|
Schedule |
Displays the Phantom Scheduler window, where you schedule the running of a report or procedure. |
|
Forward |
Displays the Forward To window where you forward the report to other users. Important: You are not forwarding the user a copy of the report. You are adding the user to the forward list. Eclipse keeps a single copy of the report in the system. However, if a user deletes the report from their hold files, the system removes that user from the forward list but does not delete the report unless the user deleting the report is the final user on the forward list. |
|
User Defined Heading |
Displays the Heading window, where you define your own heading for the document. |
|
Windows Direct |
Downloads your reports to your system for viewing and editing. |
|
FTP |
Displays the
|
|
Reporting Server |
Displays a list of Report Servers to which to send the report, if you have Report Server installed, and this report can be output to the Report Server. |
|
Column Template Selection |
Displays a list of column layouts available for the report. Select the option you want to use when you print the report. If you want to select at the time you print, select Prompt When Report Is Run. |
|
To increase the processing speed for the report, from the Options menu, select Thread Work Load to display the Maximum Thread Workload field. We recommend not setting this for more processors than your machine has. For example, if you have four processors, set the workload to 4. The system should process four times faster than if this was set to 1. |
|
|
If you run a report multiple times with slightly different criteria, you can use this check box option to keep the report driver open after you have started the report generation. For example, you have a report that you run for Branches 1-3 for one manager and again for Territory SOUTHWEST for a different manager. You can use this option to keep the driver active making running your reports more efficient. |
After populating the fields on many report windows, you can use the Selection and Additional Selection menu to enter additional criteria for selecting data to include in the report. The system first selects data using the entries on the main report window. It then uses these additional entries to further refine the data selection for the report.
Note: These windows are generic second level data filters. Some options may not pertain to the report or print job you are running. The options vary depending on where the report obtains its data from, such as sales orders or purchase orders.
To enter selection criteria for a report:
On the report window from the Selection menu, select Selection Criteria to display the Selection Input window.
In the Print Selections on Report (Y/N) field, enter Yes to list the names of all additional selections, along with associated entries, following the header information on the report. The default is Yes.
In the remaining fields, enter the selection criteria as necessary. Double-click the field to activate the fields. You can have one or more entries.
Note: Use the Report Currency field on this window to convert all the amounts on the report to a currency different from your default currency.
Click OK.
Run the report.
To enter additional selection criteria for a report:
On the report window from the Additional Selection menu, select the option you want to change.
Indicate the multi-values you want to use, such as more than one price line, product status, or product select codes.
Click OK.
Run the report.
This section refers to areas of the system that are managed through the character-based system.
All report drivers include the Print, Hold, and Options hot keys. You can also specify additional selection criteria for some reports by using the Additional Selection Input Screen.
Use the Print screen hot keys to do the following:
Print - Runs the report or procedure and sends it to the printer.
Additional options to manage your reports are as follows:
To... | Use this field or hot key... |
change the printing location of your document. Press F10 for a list of available printers to your user ID. The printer location is determined by user authorization and assignment first. Then the system checks if there is a ship ticket branch that is the same as the physical branch for the terminal ID. | Location |
e-mail the report or document to a user. | |
fax the report or document to a user. | Fax |
adjust the number of pages you want to print | Start Page / End Page |
print more than one copy of the report or document | Copies |
change the direction of the print on the paper from Landscape to Portrait. Landscape is the default. | Orientation |
change the page dimensions. | Page Width / Page Length |
indicate if you want to print duplex. Note: Your printer must support duplex printing. | Duplexing |
change the tray from which to print on the printer. | Tray/Path |
delete the report or document from your hold file after printing. | Purge After Print |
Hold - Runs the report or procedure and sends it to the Hold File to await further action. For more information, see Hold Entry Details.
Opts - Displays a list of options from which to select:
Option | Description |
Scheduling | Displays the Phantom Scheduler screen, where you schedule the running of a report or procedure. |
Faxing | Displays the Fax Memo screen, where you fax a copy of the report. |
User Defined Heading | Displays the Heading screen, where you define your own heading for the document. |
Forwarding | Displays the Forward To screen, where you forward a copy of the report to other users. |
Windows Direct | Downloads your reports to your system for viewing and editing. |
Reporting Server | Displays a list of Report Servers to which to send the report, if you have Report Server installed, and this report can be output to the Report Server. |
Column Template Selection | Displays a list of column layouts available for the report. Select the option you want to use when you print the report. If you want to select at the time you print, select Prompt When Report Is Run. |
After populating the fields on many report screens, you can use the Slct hot key to enter additional criteria for selecting data to include in the report. This hot key displays the Additional Selection Input screen. The system first selects data using the entries on the main report screen. It then uses entries on the Additional Selection Input screen to further refine the data selection for the report.
Note: This screen is a generic second level data filter. Some options may not pertain to the report or print job you are running. The options vary depending on where the report obtains its data from, such as sales orders versus purchase orders.
From the report screen, use the Slct hot key to display the Additional Selection Input screen.
In the Print Selections on Report (Y/N) field, enter Y to list the names of all additional selections, along with associated entries, following the header information on the report. The default is N.
In the remaining fields, enter the selection criteria as necessary. In each field, you can have one or multiple entries.
For single entries, type the data in the field.
For multiple entries, position the cursor in the field and use the Multi hot key.
Press Esc to return to the report or print job setup screen.
Note: Use the Report Currency field on this screen to convert all the amounts on the report to a currency different from your default currency. Press F10 and select the currency you want to use.
See Also:
FTP Transfer
Maintenance window