The PDF Output Options section is found on the Sort tab of the Generate Statements program and Detail Work-in-Process Report. This sections provides additional options for exporting controls whether separate PDF files are generated for each client or a comprehensive single PDF file is generated for the entire batch of statements. The PDF Output Options setting is only used when you choose to print statements to the Tabs3 DropBox, or when printing to a File with a type of PDF.

Generate Statements

Single PDF When this option is selected, all statements are included in a single PDF.
Separate PDF for each Sort

When this option is selected, statements are grouped into separate PDFs based on the current sort criteria. Each PDF is assigned a unique file name based on the grouping.

For example, if the Report Order is set to Primary Timekeeper, then each primary timekeeper’s clients will be grouped into a single PDF. Additionally, a separate PDF Statement Summary file is created that lists all of the PDF files created, and includes the statement run totals and criteria page, if these options are selected.

Note: This option is disabled when the Report Order is set to None. If you need to create a separate PDF for each client, use the Individual PDF for each Statement option instead.
Individual PDF for each Statement When this option is selected, a uniquely named PDF is generated for each statement, based on the client number and statement number. Additionally, a separate PDF Statement Summary file is created that lists all of the PDF files created, and includes the statement run totals and criteria page, if these options are selected.

Note: The PDF Output Options will not be used when printing to the Printer or Preview window, which is when email statements are generated.

Printing from the Preview window is not allowed when the Separate PDF for each Sort or Individual PDF for each Statement option is selected. Envelopes are also not generated when the Separate PDF for each Sort and Individual PDF for each Statement option is selected.

Detail Work-in-Process Report

Separate PDF for each Sort

When this option is selected, statements are grouped into separate PDFs based on the current sort criteria. Each PDF is assigned a unique file name based on the grouping. Additionally, a separate Report Summary file is created that lists all of the PDF files created, and includes the criteria page, if the option was selected.

For example, if the Report Order is set to Primary Timekeeper, then each primary timekeeper’s clients will be grouped into a single PDF.

When this option is cleared, the report will be saved as a single PDF.

Tip: Using the Tabs3 DropBox, it is easy to create an email with the file attached.

See also:   How PDF File Names are Assigned