Reports and forms generated by Power-Gx have various output options.
When you run a report or produce forms you will be provided with the
following output options:
Click the links below for more details on each output option:
Regardless of the output method chosen, the system will automatically
generate an Intelliview file of the output so that you can access the file again
to
reprint
it if necessary
(not applicable if you are using Power Gx on the Cloud).
Default Printer
Selecting the Default Printer will automatically print the output to the default
printer as selected in
Printer Settings.
When you choose this option, another window showing the list of the printers
available to print from Power-Gx is displayed. Select the required one from
the drop-down menu and click the Ok button on this window, then click the Ok
button on the output options window.
This will display the report or form output in a software application called IntelliVIEW Report Analyzer
that you will also have on your computer. You
can then view, print, export and email the reports and forms containing the
data generated by Power-Gx.
Printing From IntelliVIEW Report Analyzer:
1. Click File in the toolbar of the IntelliVIEW Report Analyzer screen.
1. Click File in the toolbar of the IntelliVIEW Report Analyzer screen.
2. Select Export from the menu.
3. Select the format you wish to export the report or form to. Data from
Power-Gx, displayed in IntelliVIEW Report Analyzer, can be exported to all
popular formats including PDF, HTML, MS Excel, XML, CSV and JPEG.
Emailing From IntelliVIEW Report Analyzer:
1. Click File in the toolbar of the IntelliVIEW Report Analyzer screen.
2. Select Email from the menu.
3. Select the format you wish to email the report or form in from the
Export
Type
options.
Instructions on Using IntelliVIEW Report Analyzer:
IntelliVIEW Report Analyzer has a comprehensive on-screen help system that
works in a similar way to this Power-Gx Help.
Email
This can be used to email sales order acknowledgments, quotes
, purchase
orders etc. When you choose this option, a list of the export file types
available are displayed and the Email Options will become active.
1. Click the required radio button to select a file type , usually Adobe Portable
Document (pdf).
2. Enter the email's recipients in the
To, Cc or Bcc fields as appropriate. You may search for Customer's, Supplier's or Prospect's email address by clicking on the
search button marked To, Cc or Bcc. If you wish to enter
more than one email address then delimit them using a semi colon ";".
3. Tick the
Copy
to my inbox
checkbox if you wish to send a copy of the email to your email account.
4. If you wish to attach file(s) to the email select the paper clip button , this will launch the attachments window. Here you may select up to 5 attachments to add to the email.
For each attachment enter the pathname where the file is located or alternatively click on the button
and browse for the file. Cancel any existing attachment by pressing the red cross button . Please click here to view this screen.
Attachments would be useful in a scenario such as if you wish to send a
list of special offers to your customers along with their statements.
5. Enter any Message that you wish
to be inserted into the main body of the email in the space provided.
6. Fill in the
Reply
Recipient
field if you wish any replies to your email to be sent to a different email
address other than your own.
7. Click Ok to generate the email/s.
8. New emails
will be generated with the report attached in the
format you have selected, plus any file you have selected to attach. Any
message you have entered will be inserted into the main body of the email.
9. If
you are sending multiple emails such as Invoices, Statements or Purchase Orders
there will be occasions where the To, Cc and Bcc fields are disabled and a
message such as "Multiple emails are to be generated therefore the email address
will be based on the Customer, Prospect or Supplier being processed". This
means that the recipient email address is taken from the contact person selected on
the form you were working in, e.g. Quotes, Purchase Orders etc. Click the
links for instructions on setting up contacts for
prospects, customers and suppliers.
When you choose this option, a list of the export file types available are
displayed to the right.
1. Click the required radio button to select one, then click Ok.
2. For
Power Gx on the Cloud you will be asked to save the file to
a default export location, following this you will see this message asking if you wish to open this file location so you can copy the file to your desktop.
2. For
other Power Gx versions if you chose to export to Microsoft Excel, you will need to save the
spreadsheet before it will open. It is given the suggested file name "exports" but this can be amended.
3. The exported data should open up automatically in the file format you
selected, e.g. Excel, Adobe pdf, Jpeg etc.
4. If the file does not open automatically, you should go into "My Computer"
on your desktop or Windows Start menu and navigate to the following
location: C:\Calidore\Reports\xxx\OP, find your filename and open it. xxx
= the part of the system you were in to generate the report or form e.g.
CRM, Sales, Purchase, Nominal, Stock or SOP.
, this will launch the attachments window. Here you may select up to 5 attachments to add to the email.
For each attachment enter the pathname where the file is located or alternatively click on the ){kind=link}
){kind=link}