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Print Conditions

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Use the Print Conditions window to set a specific preparer's print conditions. These settings control when a specific standard report, the Allocations Detail, and plan comments will be marked for printing in the Print Selection window when you print with Auto Select. The current preparer's preferences will be automatically transferred to any plan printed by that preparer. You can override the automatically transferred preferences when you print using the Print Selection window.
To open this window,
  1. Select
    Tools
    , then
    Setup Preparers
    .
  2. Select a preparer in the list and then
    Edit
    .
  3. Select
    Auto Select Conditions
    .

Fields & buttons

Report list
This list displays all standard reports for the Planner CS applications you are licensed for and the global property for each report.
note
The
Allocations Detail
 and
Plan Comments
 options are at the end of the list.

Print condition group field

Print Condition options
After selecting a report in the report list, select an option to set a print condition for that report.
note
You can select multiple reports and assign global properties to them by holding down the SHIFT or CTRL key while selecting.
Print conditions only apply when you print using the Auto Select option.
  • As required:
     The report will print when using Auto Select if data exists that warrants printing.
  • If data entered:
     The report will print when using Auto Select if you have entered an amount in any field in that tab.
  • Always:
     The report will always be included for printing when you use Auto Select.
  • Never:
     The report will never be included for printing when you use Auto Select.
note
If you have selected the
Always
 or
Never
 print conditions and want to temporarily exclude or include a report, clear or select the checkbox for that report in the Print Selection window just prior to printing.

This article applies to:

  • Product: Planner CS