Batch Printing. Creating New Batch Print Jobs

Transcription

1 Bth Printing Bth printing llows you to print svrl rports t on. You n print rports to printr or to PDF or PRN fil. First, though, you must st up th th print jo, n thn you must xut it. Follow th instrutions low to st up n xut th print jo. On th W This oumnt only ovrs th stps for rting th print jo for PortfolioCntr Rports. If you r intrst in Bth Printing or rting st of fils for Clint Prsnttions, s Working with Bth Pross Jos in Prsnttion Stuio. Crting Nw Bth Print Jos Thr r four options for th printing jos you n th print to: Printr Bth Print to Fil (plin txt or PRN) Rports W PDF 1 Clik th Portfolios t. 2 From th mnu r, slt Tools Bth Printing to isply th Bth Oprtions ilog. 3 In th Bth Oprtions ilog, lik th A utton on th right to strt th Bth Printing stup wizr. DoumntID: spt Lst Upt: April 15, 2010

2 Crting Bth Print Jos to Printr 1 On th Bth Printing Slt pg, ntr th following sttings In th Bth fil, ntr th nm of th th jo. This shoul short, uniqu intifir. In th Dsription fil, ntr mor sriptiv nm for th th. Slt th rport profil you wnt to us for this print jo. In th Whr woul you lik to print? stion, slt Printr. Clik th Nxt utton. 2 On th Bth Printing Pg Numring pg, ntr th following sttings: f In th How shoul pgs numr stion, slt on of th following options: Numr y Rport: This is th fult stting n h multipl pg rport will hv numring strting ovr on pg 1. By Portfolio: strts th numr on pg 1 for h nw portfolio to prou pkg. Usully us in onjuntion with th titl pg n tl of ontnts. Continuous: Numrs h pg n is usully us whn gnrting fil or for intrnl us y your firm. In th Strting Pg Numr stting, ntr th numr you wnt to strt using for this rport pkg. This stting is 1 y fult, ut n hng to nothr numr if you intn to inlu pgs from othr sours in th rport pkg. In th Numr of Copis stting, slt th numr of opis you wnt print for h rport. Th fult is 1. Chk th Inlu Titl Pg ox if you wnt to inlu titl pg for th rport pkg, n thn lik th Sttings utton to moify th sttings, if pplil. Chk th Inlu Tl of Contnts ox if you wnt to inlu Tl of Contnts, n thn lik th Sttings utton to moify th sttings, if pplil. Clik th Nxt utton. On th W If you hoos to inlu Titl Pg n Tl of Contnts, th only numring option is By Portfolio. Also, you must hv th Enhn Rporting Moul to hv th Titl Pg n Tl of Contnts rporting options. For mor informtion out h of ths fturs, s Using th Titl Pg n Tl of Contnts in Bth Printing Jos. Bth Printing Pg 2 of 8

3 3 On th Bth Printing Glol Rports pg, lik Nxt to ypss th rport list. f In th How shoul pgs numr stion, slt on of th following options: Numr y Rport: This is th fult stting n h multipl pg rport will hv numring strting ovr on pg 1. By Portfolio: strts th numr on pg 1 for h nw portfolio to prou pkg. Usully us in onjuntion with th titl pg n tl of ontnts. Continuous: Numrs h pg n is usully us whn gnrting fil or for intrnl us y your firm. In th Strting Pg Numr stting, ntr th numr you wnt to strt using for this rport pkg. This stting is 1 y fult, ut n hng to nothr numr if you intn to inlu pgs from othr sours in th rport pkg. In th Numr of Copis stting, slt th numr of opis you wnt print for h rport. Th fult is 1. Chk th Inlu Titl Pg ox if you wnt to inlu titl pg for th rport pkg, n thn lik th Sttings utton to moify th sttings, if pplil. Chk th Inlu Tl of Contnts ox if you wnt to inlu Tl of Contnts, n thn lik th Sttings utton to moify th sttings, if pplil. Clik th Nxt utton. Crting Bth Print Jo to Fil (PRN or Txt) 4 On th Bth Printing Slt pg, ntr th following sttings In th Bth fil, ntr th nm of th th jo. This shoul short, uniqu intifir. In th Dsription fil, ntr mor sriptiv nm for th th. Slt th rport profil you wnt to us for this print jo. Init whr you wnt to sn th rports: Printr, fil (plin txt or PRN), Rports, or Portl Doumnt Fil (PDF). Clik th Nxt utton. Bth Printing Pg 3 of 8

4 Crting Bth Print Jo to Rports W Pulishing 5 On th Bth Printing Slt pg, ntr th following sttings In th Bth fil, ntr th nm of th th jo. This shoul short, uniqu intifir. In th Dsription fil, ntr mor sriptiv nm for th th. Slt th rport profil you wnt to us for this print jo. Init whr you wnt to sn th rports: Printr, fil (plin txt or PRN), Rports, or Portl Doumnt Fil (PDF). Clik th Nxt utton. Crting Bth Print Jo to PDF Fil 6 On th Bth Printing Slt pg, ntr th following sttings In th Bth fil, ntr th nm of th th jo. This shoul short, uniqu intifir. In th Dsription fil, ntr mor sriptiv nm for th th. Slt th rport profil you wnt to us for this print jo. Init whr you wnt to sn th rports: Printr, fil (plin txt or PRN), Rports, or Portl Doumnt Fil (PDF). Clik th Nxt utton. On th W Th Rports for Wsit Pulishing option rquirs spil lins. For informtion n to lrn mor out this ftur to s if it is goo fit for you, s Rport Usr s Gui Bth Printing Pg 4 of 8

5 7 If you r sning th th jo to fil: Init th typ of fil to print to: plin txt or formtt PRN. If printing to PRN fil, init whthr to split th PRN fil into sgmnts, n if so, wht siz sgmnts. Th minimum sgmnt siz is 1 MB. Provi th fil pth n fil nm. Clik th Nxt utton. Not If you split th PRN fil into sgmnts, PortfolioCntr nms th fils filnm.prn, filnm0001.prn, filnm0002.prn, t. (whr filnm is th nm of th spifi output fil). Th first fil (filnm.prn) is mpty n th rst of th fils ontin informtion. 8 If you r printing to PDF: Spify how you wnt to rt PDF: y portfolio, y rport, or s singl fil. Provi th pth to th folr whr you wnt to put th PDF fils. If you r rting singl PDF, provi th fil nm s wll. Chk th Print th to fil n printr fil to sn th output to th printr s wll s PDF fils. Clik th Nxt utton. 9 Init how you wnt to numr th pgs in th th print jo. 10 Provi th strting pg numr 11 Spify th numr of opis of h rport to print. 12 If you r using titl pg, hk th Inlu titl pg ox, n moify sttings, if nssry. 13 If you r using tl of ontnts, hk th Inlu tl of ontnts ox, n moify sttings if nssry. 14 Clik th Nxt utton. Bth Printing Pg 5 of 8

6 Not To inlu Titl Pg or Tl of Contnts in th th print jo for your rport pkg, you must hv th Enhn Rporting Moul. S Do I hv th Enhn Rporting Moul. For mor informtion out wht is inlu on th stnr Titl Pg, s Using Titl Pg n Tl of Contnts in Bth Printing. 15 Init th glol rports to print, or, if you r not printing glol rports, lik th Nxt utton to go on to th nxt stp. Chk h glol rport you wnt to print, n thn lik th Nxt utton. If you slt mor thn on rport, init th orr in whih to print th rports. Rports print in th orr list hr. Drg h rport into th position you wnt it, n thn lik th Nxt utton. 16 Init th portfolio rports to print: Chk h portfolio rport you wnt to print, n thn lik th Nxt utton. If you slt mor thn on portfolio rport, init th orr in whih to print th rports. Rports pint in th orr list hr. Drg h rport into th position you wnt it, n thn lik th Nxt utton. Bth Printing Pg 6 of 8

7 17 Init th portfolios for whih you wnt to print rports: ll, slt, or portfolio st. If printing rports for st, sur to provi th nm of th st. If you r slting iniviul portfolios: Clik th Nxt utton. Slt th portfolios for whih you wnt to print rports. 18 In th Portfolio Orr sttings, init how to sort th portfolio rports. Prss <F1> for mor informtion out th sttings. 19 Clik th Finish utton to sv th jo for futur us. This os NOT run th th jo. Running Bth Print Jo In th stion ov, you lrn how to rt th print jo. Now, hr is th informtion for using th th print jo. 1 In th min winow, lik th Portfolios t to swith to th Portfolios pg. 2 From th mnu r, slt Tools Bth Printing to isply th Bth Oprtions ilog. 3 Slt th th print jo you wnt to run, n thn lik th Run utton. Bth Printing Pg 7 of 8

8 Fil to PDF How PortfolioCntr nms th PDF fils pns on how you r rting thm: By portfolio: th systm uss th ontnts of th portfolio ount numr n th rtion t s th fil nm, s long s tht t xists in th ts. If th portfolio or group os not hv n ount numr, th intrnl ID is us inst: ountnumr_mmyyyy.pf By rport: th systm rts sufolrs for h portfolio, using th ount numr s th folr nm n uss th rport nm n rtion t s th fil nm: Aountnumr\rportnm_mmyyyy.pf Singl PDF: th systm uss whtvr nm you supply. Bth Printing Pg 8 of 8