Send Report to Printer or Email - Updated Features

Overview

The Reports Preview in Cornerstone has been updated to be more user-friendly. You can now clearly see whether you selected to run the report "to print" or "to email," and you have the option to cancel before printing or emailing.

What's New

Streamlined Preview Screen

• More user-friendly interface
• Clear indication of print vs. email mode
• Ability to cancel before sending
• Option to switch between print and email after preview

How to Print a Report

Step 1: Click Run Report

Step 2: The report preview will be generated

Step 3: From the report preview, choose one of the following:

• Click Print to send to your printer
• Click Cancel to abort the print job
• Click Email Instead of Print to switch to email mode

The report will be sent to Uniprint for printing when you click Print.

How to Email a Report

Step 1: Click Email Setup

Step 2: Enter the email address(es) to receive the report

Step 3: Click OK

Step 4: Click Run Report to generate the report for emailing

Step 5: From the report preview, choose one of the following:

• Click Email Report to send the email
• Click Cancel to abort sending

Key Features

Clear Mode Indication

• The preview screen clearly shows whether you're in print or email mode
• No confusion about where the report will go

Cancel Anytime

• Cancel from the preview screen before sending
• Review the report before committing to print or email

Flexible Switching

• Generate for print, then switch to email if needed
• Click "Email Instead of Print" to change delivery method

Multiple Recipients

• Enter multiple email addresses when setting up email delivery
• Send reports to multiple stakeholders at once

Workflow Comparison

Print Workflow

1. Click Run Report
2. Preview appears
3. Click Print (or Cancel)
4. Report sent to printer via Uniprint

Email Workflow

1. Click Email Setup
2. Enter email address(es)
3. Click OK
4. Click Run Report
5. Preview appears
6. Click Email Report (or Cancel)
7. Report sent via email

Benefits

Improved Control

• Preview before sending prevents mistakes
• Cancel option saves paper and time

Flexibility

• Switch between print and email after generating
• Adapt delivery method based on preview

Better User Experience

• Clear visual indicators of mode
• Streamlined interface is easier to navigate

Reduced Errors

• Review report content before sending
• Confirm email addresses before transmitting

Tips for Using the Updated Preview

1. Always Preview: Take advantage of the preview to catch errors
2. Check Recipients: Verify email addresses before clicking Email Report
3. Use Cancel Freely: Don't hesitate to cancel and regenerate if needed
4. Switch When Needed: Use "Email Instead of Print" if you change your mind
5. Multiple Emails: Separate multiple email addresses with semicolons or commas

Common Scenarios

Scenario 1: Need to Print and Email

• Run report to print first
• Click Print for printer copy
• Run report again with Email Setup for email copy

Scenario 2: Change Mind After Preview

• Generate report for print
• Preview shows an issue
• Click Cancel
• Make corrections and regenerate

Scenario 3: Wrong Email Address

• Report generated for email
• Notice wrong address in setup
• Click Cancel
• Re-run with correct Email Setup

Troubleshooting

Report won't print:

• Verify Uniprint is configured correctly
• Check printer connection
• Try canceling and regenerating

Email not sending:

• Verify email addresses are correct
• Check email setup configuration
• Ensure network connection is active

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com