Batch Print/Email Options

 

This dialog is available by selecting the Options... button in the Batch Print/Email dialog.  This feature is only available in the Advisor version.

 

You can select what output type you would like generated.  Selecting Printer will send the reports/graphs to the currently selected printer.  Selecting Email to Client will send an email to the client with the reports/graphs attached.  Use the "Email Options..." button to customize the subject and email message.  (Sending e-mail with this feature requires a properly configured e-mail client that supports simple MAPI.)  Selecting Image File will create a JPEG and an EMF file for each report/graph window.  Reports can also be output to CSV files.

 

The option Auto-Size Report Columns automatically resizes report columns as each client's reports are created.  This option ensures no data gets truncated and there is no extra white space.

 

When images or CSV files are being output, all files will be placed into a folder named "BatchPrint_<MMDDYY>, where <MMDDYY> is the current month, day, and year.  This folder will be created inside the specified folder.

See Also

Batch Print/Email

CSV Files

Graph and Report Images

 


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