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EMS Software, LLC

Printing and Exporting Group Information

You can print a variety of information for selected groups such as contact summary information, status exceptions, group import format information, and billing information, and you can also export a list of selected groups and the summary information for each group (type, name, address, and so on) to an Excel spreadsheet.

To print group information

1. Search for the groups for which you are printing the information. See To search for a group and/or contact”.

2. On the Groups window, click Print. A list with a variety of options for printing information for the groups that are currently displayed in the Groups window opens.

emsum_Groups_image034.png

3. Select the information that you want to print for the displayed groups.

Option

Description

List

Opens an onscreen preview of all groups (group name, address, phone number, email address, pricing plan, and status) that are currently displayed in the Groups window. The groups are sorted by group type.

Contact Summary

Opens an onscreen preview of all the contacts (group name, group phone number, contact name, and contact phone number) that have been configured for all the groups that are currently displayed in the Groups window.

Status Exceptions

Opens an onscreen preview of a list of groups that is derived from all the groups that are currently displayed in the Groups window that have any status other than OK. The groups are sorted by group type.

Import Format

Opens an onscreen preview of the required format for the tab-delimited file that is to be used when importing groups.

Note: A variety of options are available from an onscreen preview, including the options to print a hard copy of the information, to export the information to a .pdf, and to email the printed information. 

Transaction Report

See Generating an EMS Billing Report”.

Statements

See Generating an EMS Billing Report”.

Voided Transaction Report

See Generating an EMS Billing Report”.

Ageing Report

See Generating an EMS Billing Report”.

General Ledger Distribution

See Generating an EMS Billing Report”.

 Example of an onscreen preview of printed group information

emsum_Groups_image035.png

To export a list of groups to an Excel spreadsheet

1. Search for the groups that are you exporting to an Excel spreadsheet. See To search for a group and/or contact”.

2. On the Groups window, click Export. A Save As dialog box opens for naming the file and selecting the location in which to save the file. (The file details the summary information—type, name, address, and so on—for each group.) By default, the file is named Groups.xls, and the file location is your Document Library, but you can change the name if needed, and you can also select a different location in which to save the file. After you name and save the file, you have the option of previewing the exported file.

emsum_Groups_small_reminder.png

To preview the file, Microsoft Excel must be installed on your EMS client.