Print, Export, or Email a Route

You can view, print, and export a route with selected or available facilities.

Selected facilities are those included in the route. These facilities are also listed in the Facilities in Route grid of the Define Routes window.

Available facilities are linked to the current ROW selection, but are not included in the route. Available facilities are listed in the Facilities Available grid of the Define Routes window.

Complete the following steps to preview, print, export, or send via email a route:

1. Click Data Entry > Define Routes to open the Define Routes window. Select a route from the Routes drop-down list.

   

   Define Routes Window

2. Selected the facilities you wish to preview from the Facilities Available grid.

   

   Facilities Available Grid

3. Click Available Facilities. A Print Preview window opens.

   

   Print Preview

4. To print the report using the default Windows printer, click Quick Print.

5. To open a print window and select a printer to print the report, click Print.

6. To export the report in a file format:

   1. Click the down arrow in Export Document and select a file format in the selection list. You can also just click the icon to open the Export Document window where you can select the file type from the Export format drop-down list (see below).

   2. In the Export Document window, if desired, select the file type from the Export format drop-down list. Click the ellipsis button to select a file path. Click More Options to see options associated with the file type selected. When finished, click OK.

      

      Export Document Window

7. To send the report as an attachment in an email:

   1. Click the down arrow in Send and select a file format in the selection list. You can also just click the icon to open the Send via E-Mail window where you can select the file type from the Export format drop-down list (see below).

      

      Send Via Email Window

   2. Select a file format from the Export format drop-down list. Click the ellipsis button to select a file path. Click More Options to see options associated with the file type selected. When finished, click OK

   3. When an email message opens with the report as an attachment, select an email recipient and then click Send.

8. If you want to export the route, click the Export Document button and select any of the following file formats: PDF, HTML, MHT, RTF, XLS, XLSX, CSV, TXT, IMG, and XPS.

9. Click to close the print preview window and return to the data entry grid.