The File option allows you to save a report to a specified disk file in a PDF format, Excel format, HTML format, or ASCII text format. Saving a report allows you to display it or print it at a later time using other software such as a word processor, text editor, browser, or Microsoft® Excel®. You can also email reports that have been saved as a file.

Note: We recommend setting up a separate printer that can be used when saving reports in text or HTML format to a disk file. Configure this printer using the Recommended Guidelines for achieving the best results.

To save a report, select File when the Print dialog box is displayed. Click OK to continue.

The standard Windows Print To File dialog box will be displayed allowing you to specify the file name and location. The Save as type field includes the following options:

PDF Files (*.pdf) Select this file type if you want to save the file as a PDF file. All output is based on the selected printer's page size, margins, and font. (Note: PDF files can also be created by using the Tabs3 DropBox option.)

Excel Files (*.xlsx)
Excel Macro-Enabled Files (*.xlsm)
Excel Files 97-2003 (*.xls)

 Select this file type if you want to save the file as an Excel file. Excel files can be viewed and edited in Microsoft Excel. Although any report can be output to Excel format, many reports have been specially optimized for Excel output. A complete list of optimized reports and additional information regarding Excel output can be found in Knowledge Base Article R11280.

Note: The Excel file type is not available when generating statements or printing client labels in Tabs3, printing the Transaction File List or Task Code Billing Report with an Export Data Format value other than None in Tabs3, printing vendor labels in APS, or selecting the Export to Text option in PracticeMaster Report Writer reports.

Note: When selecting the Excel File option from the Print Dialog box, the generated file will be output without page breaks, page numbers, and continuation page headings, thereby making it easier to work with the file in Excel. However, this information is included when selecting to print to an Excel file from the Print Preview window.

Note: You can simplify the output by selecting the Remove Formatting when Saving to Excel check box in the Advanced Printing Features window.

HTML Files (*.htm, *.html) Select this file type if you want to save the file as an HTML file. HTML files can be viewed in any web browser and are easily attached to emails. Horizontal ruling lines are inserted between pages and at the end of the file.
Text Files (*.*)

Select this file type if you want to save the file as a text file. All output is based on the selected printer's page size, margins, and font. This option can also be used to show all files present in the folder.

Long file names are allowed. After specifying the desired file name, click OK to begin saving the file. If the specified file already exists, you will be asked if you want to replace the existing file. Click Yes if you want to overwrite the existing file; otherwise, click No if you want to specify a different file name.

Note: Saving the information to a file that already exists will cause the original information saved in the file to be erased, with one exception. When saving an Excel report to the same file name, instead of overwriting the file, the new report will be saved to a new worksheet in the existing Excel file. This makes it easy to save monthly reports to the same Excel file in different worksheets.

The Open File after Save check box opens the saved file once it is created. When this check box is selected, the file will open in the default viewer for that file type immediately after it is saved. If this check box is cleared, the file will not open, but will be saved and can be opened at a later time. This setting is saved in the STI.INI file and will be used for subsequent sessions.

After clicking OK to begin saving the file, the Print Control window will be opened and the information will be sent to the specified file.

Tabs3 Note: When saving Tabs3 statements to a file, statement designer templates and bitmaps are ignored unless using a PDF file type.

Tabs3 Note: When this option is selected, email statements will not be sent to the Email Statements window unless you click Preview instead of OK.

Tabs3 Note: When saving Tabs3 statements to a file or to the Tabs3 DropBox, the Number of Copies selected will be ignored. Only one copy of the statement(s) will be saved to a file.

See also:   Recommended Guidelines for Saving Reports to a TXT or HTML File
  Optimize for Print to File
  Knowledge Base Article R10468 - Creating PDF Files in Tabs3 Software