How to print your record data

It is possible to print data from the current recordClosed The record currently displayed in Record details View or highlighted (with a solid grey background) in Result set View or Gallery View for instance., markedClosed Marking a record means selecting it by adding a tick to the record's checkbox in Result set View or Gallery View, and in Record Details View from Collections 1.15 onwards. One or more records can be marked and then actioned in some way (e.g. printed). records (mark them before selecting Print) or all records currently displaying.

To print your data:

  1. Select Print in the top Toolbar

    -OR-

    Use the keyboard shortcut, CTRL+P.

    The Output formats box will display:

    The Output formats box lists one or more output formats, each designed (by Axiell or your Application Administrator) for a specific printing / reporting purpose. Output formats use Microsoft Word templates, Excel templates4 or XSLT style sheets to specify what fields (data) are included in the printed output, as well as to lay out and style the data.

    Note: If the predefined output formats do not meet your needs, you can configure your own. Details here.

  2. Select an output format

    -OR-

    Click the ellipsis beside Find document template6 to select a custom template accessible to your device.

  3. The Marked radio button will be selected if you markedClosed Marking a record means selecting it by adding a tick to the record's checkbox in Result set View or Gallery View, and in Record Details View from Collections 1.15 onwards. One or more records can be marked and then actioned in some way (e.g. printed). records before selecting Print, otherwise the Current radio button will be selected. If you want to print data from all currently listed records, select the All radio button.
  4. (Optional) If the Print button is available in the Output formats box7, you can select it to print your data without first opening the template in a third-party application (step 5).

  5. Click OK.

    What happens next depends on whether the output format you selected is based on an XSLT style sheet, Word or Excel template:

    • XSLT style sheet: your record data will be output as an HTML page in a new tab in your browser.

      Note: To print the output, use your browser's print function.

    • Word template: your record data will be output as a Word document.

      Open the Word doc, edit and save if required and print using Word's print function (CTRL+P).

      Note: Microsoft Word 2007 or higher must be installed on your computer in order to export data to a Word document (and possibly print that document) using Word templates.

    • Excel template: your record data will be output as an Excel spreadsheet.

      Open the Excel spreadsheet, edit and save if required and print using Excel's print function (CTRL+P).

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