The Output Mode enables you to choose how reports, letters and documents are printed from Sage 200.
You can send them to a printer, preview them on-screen, or save them to the SpoolerAn area in Sage 200 where you can save all your reports in a list, rather than sending them directly to the printer. The reports stay in the Spool list, until you choose to delete them. You can print them as often as you require. to print later.
Open: File > Choose Output Mode.
Select where to print your reports:
All reports are sent directly to a printer.
Note: You can also print to a printer after previewing on-screen, or sending the report to the spooler.
When the report is sent to the printer, the print window appears.
All reports are displayed in preview mode first. This shows the report as it will be printed. You can amend the format of the report and then send them to the printer.
You have the following options:
E-mail: E-mails the report.
If you have not entered any email options for the report in Report Designer, this opens your e-mail program for you to set up an e-mail message. The report file will be attached to the e-mail.
If you have set up email options for the report in Report Designer, this emails the report to the specified recipients.
All reports are sent to the spoolerAn area in Sage 200 where you can save all your reports in a list, rather than sending them directly to the printer. The reports stay in the Spool list, until you choose to delete them. You can print them as often as you require., which saves the reports so you can print them at another time.
Sending reports to the spooler also allows you to continue to work without waiting for your reports to be printed. This is useful if you have a large number of reports to print. The reports stay in the spooler until you delete them. You can print them as often as you require.
To be able to save and print your reports using the spooler, your user account must be a member of a role with access to Print Spooling features. This is set in System Administration.
You can access the reports you have sent to the spooler from the Spooling workspace or from the spooler window. This displays a list of reports for all companies that you have access to.
This displays the reports sent to the spooler, in a workspace. The workspace displays spooled reports for all companies that you have access to.
You can access the spooler workspace from your desktop or from a browser.
Open: Accounting System Manager > Spool Queue.
You can:
Print the report:
Select the checkbox for the report. Right-click and select Actions > Print.
Email the report:
Select the checkbox for the report. Right-click and select Actions > Email.
If you have not entered any email options for the report in Report Designer, this opens your email program for you to set up an email message. The report file will be attached to the email.
If you have set up email options for the report in Report Designer, this emails the report to the specified recipients.
Preview the report:
Select the check box for the report. Right-click and select Actions > Preview.
Delete the report from the spool queue.
Select the check box for the report. Right-click and select Actions > Delete.
Filter the list:
Use the filter options to see the reports by user, by company, by report name etc.
Print the list of reports in the spooler:
Right-click and select Print.
Send the list of reports in the spooler to an Excel spreadsheet:
Right-click and select Export to Excel.
Sort the list:
Click each column heading to sort that column ascending or descending.
To access the workspace from a browser, enter the URL for the Sage 200 Self Service application. (See your System Administrator for more information about your Self Service URL).
You can:
View the report:
Select the check box for the report. Right-click and select Actions > View.
Print the report:
Select the checkbox for the report. Right-click and select Actions > View. The report opens in a new window or tab in your browser. Select the print option in your browser.
Email the report:
Select the checkbox for the report. Right-click and select Actions > View.
The report opens in a new window or tab in your browser. Select the email option in your browser. The report file will be attached to an email message.
If you are accessing the spooler workspace in a browser, you cannot email reports and documents to specified customer and supplier contacts that you have set up using the email options in Report Designer.
Filter the list:
Use the filter options to see reports by user, by company, by report name etc.
Delete the report from the spool queue.
Select the check box for the report. Right-click and select Actions > Delete.
Print the list of reports in the spooler:
Right-click and select Print.
Send the list of reports in the spooler to an Excel spreadsheet.
Right-click and select Export to Excel.
Sort the list:
Click each column heading to sort that column ascending or descending.
Open: Print Report.
This displays the reports sent to the spooler in a window. For every report in the spooler queue, you can:
Email: Email the report.
If you have not entered any email options for the report in Report Designer, this opens your email program for you to set up an email message. The report file will be attached to the email.
If you have set up email options for the report inReport Designer, this emails the report to the specified recipients.
Delete: Delete the report from the Spool queue.
It is good practice to delete old reports from the Spool queue regularly to prevent it from getting too large.
Steps in this task
Designing your own reports and documents
Overview
Reports and documents in Sage 200
Other tasks
Sending reports and documents via email
Reference
Set user role to have access to print spooling in System Administration