Faxing Reports

Certain reports can be faxed directly to customers or vendors. An administrator can set up the reports for automatic faxing on the Customer Document Profile form or the Vendor Document Profile form. For the names of supported reports, see the Task Name drop-down lists in the two forms.

For information to configure fax functionality, see Fax Configurations.

To fax a report:

1. (Optional) Verify that the Report Options form has been set up for the report you are running.

   Make sure the Output Format field for this report is set to anything other than Printer.

   NOTE: If no option record exists for your report on the Report Options form, the report output defaults to the format as set on the Intranets form. The default output format on the Intranets form is Acrobat Format (PDF).

2. Verify that the fax-related fields have been configured correctly.
3. Open the report form and define the report parameters.
4. Verify that:
   • The Use Profile check box is selected on the report form. (Only certain forms have this capability and option.)
   • The correct profile is set up on either the Customer Document Profile or Vendor Document Profile form.
5. (Optional) Preview the report output. For more information, see Previewing Reports.
6. Click Print.

Related Topics

Reports Overview

E-mailing Reports

Intranets

Previewing Reports

Printing Reports

Report Options Form