EventPro Planner Manual

Print Company or Contact List

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Print Company or Contact List

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Print Company or Contact List

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1.In the Companies/Contacts screen, click on the Company List View tab.

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2.You can include all of the companies/contacts in the printed list or you can limit the number of companies/contacts:
a.Select One: In the selection grid, click to highlight the company/contact you want to print.
b.Multi-Select: Hold down the Ctrl key and click on the desired companies/contacts.
c.Filter: Set a filter so that only the companies/contacts you want included in the printed list appear in the selection grid. To review how to set a filter, see Chapter 1: Overview, Common Functions: Filter Information above.
d.All: If you all companies or contacts to appear in the list, you do not have to select or filter any.
3.Click the Print button to the right of the Company List View selection grid.
4.The Run Report dialog opens.  Click the Expand All button to ensure that you can see all options.  Select Company List or Company Contact List and click OK.

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5.In the Print Options dialog, choose whether you want to print Selected (Companies or Contacts) or All (Filtered).  Click OK.
a.Selected Companies/Contacts Only will only print the companies or contacts you selected.
b.All (Filtered) refers to all of the records visible in the selection grid. Therefore, if you set a filter so that twenty of one hundred companies/contacts are visible, those twenty companies/contacts amount to “All” for the purpose of the printed list.
6.The Company Contact List Options or Company List Options dialog opens. Choose your options and click OK.

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7.You can type in a different Report Title, if you wish.
8.In the Company List Options dialog, you can also choose whether you want to Include All Contacts or Exclude All Contacts in the printed list.
9.Select a radio button under Report Shading to choose the shading color scheme you want to use.
a.Gray: The default EventPro Planner gray scheme, which is suitable for black and white printing.
b.Color: The custom color scheme you created earlier in System Settings. Review Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Define System Settings: Reports, Shading/Line Colors.
c.Designed: The color scheme set up in the report layout in the Report Designer.  If you choose this option, EventPro Planner will not modify the color scheme as it appears in the report layout.
d.Off: No report shading.
10.The Print window appears.
a.Select a Destination: Printer, Screen, File or Email.
b.Fill out the other options, which will vary according to the destination you choose.  For more information, refer to Chapter 18: Reports, Print Reports.
c.Click OK.