Fax a report to someone

You can fax a report to someone from a report’s page. For reports of special documents, you can fax more than one layout or you can set a fax server as the default printer for specific layouts.

To fax a report to someone

1. Open the report that you want to fax.

2. Configure the report.

3. Select your fax software and the number of copies to fax:

   a. On the Toolbar, click More Actions.

   b. Select More Actions > Actions > Printer Setup.

   A message, Would you like to define a new print setup or cleanup the user specific one? appears.

   c. Click Print Setup to create a new printer setup.

   The Printer Settings window appears.

   d. In the Printer list, select the fax software.

   e. Select the number of copies you want to fax.

4. If the Copy box is visible and you want to fax multiple report layouts or set a fax server as the default printer for specific layouts:

   a. Click the arrow at the end of the Copy box and select All Copies.

   b. Select More Actions > Actions > Printer Setup.

   The Printer Setup window appears.

   c. Click the ellipsis in the Action column next to the copy that you want to fax, and click Printer Settings.

   The Printer Settings window appears.

   d. In the Printer list, select the fax software.

   e. Select the number of copies you want to fax.

   f. Click Save to close the Printer Settings window.

   Repeat steps c-f for each copy that you want to fax.

   g. To select the fax servers as the default printers for these layouts for current session only, click Apply.

   Or to select the fax servers as the default printers for these layouts for current user only, click Apply & Save.

5. On the Toolbar, click Print.

6. Click the Run Now to open your fax server.

   Follow your fax server’s instructions.

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