Printing Reports or Labels

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This guide describes how to print reports or labels in Specify.

If you do not yet have a report or label in your database, please read Creating Reports & Labels in Specify 7. If you would like the Specify team to create this for you, please contact support@specifysoftware.org!

Generate a report or label from the menu

1. Click on Reports in the navigation menu

2. Select the report or label you wish to print
   

   

3. There are two options for printing a label or report:

   

   • You can print a label/report from a Record Set simply by clicking on the name of the record set you wish to print.

   • If you would rather print the results of a query, you can click on the Query button.
     From here, you can modify the query linked to the report or label and then you can click Run Report.

   

Generate a report or label from a query

If you want to print reports or labels based on selected records from a query’s results, this is possible as well using the Record Sets feature.

Tip: You can select multiple query results in a series by clicking on one result, then holding Shift and clicking on another result. This action will select all the items between the two results you selected.

1. Run your query.
2. Select the results you want to include in the record set. If you select no records, all records returned in the query will be included.
3. Click Create Record Set to make the set and give it a name.
4. Follow the printing instructions above and select the newly created record set!

Generate a report or label from the form

You can print a single label or report for the record you are looking at in only a few clicks. This can be done across any type of record (Collection Object, Loan, Gift, etc.) that you have a report or label defined for.

On many Collection Object data entry forms there is already a Generate Label button visible. This can be pressed to immediately print a report or label based on the record you are viewing.

For new records that are being entered, you can leave Generate Label on Save checked on the form so that a label is printed each time a record is added:

If this is not included on your form, this can be added using the following snippet of XML (see Editing Forms in Specify):

<cell type="field" id="113" uitype="checkbox" name="generateLabelChk" label="Generate Label on Save" ignore="true" default="true" initialize="visible=false" colspan="3"/>
<cell type="command" id="114" name="generateLabelBtn" label="Generate Label" ignore="true" default="true" initialize="visible=false;align=right"/>

You can access these options at anytime from the Form Meta menu without any form editing!