Skip to content

Printing and emailing reports

When working with reports, you might want to print or email a copy. Here's how: 

To print or email a report

  1. Display a report and then click the Print Preview tab.

  2. Set up the report page.

    1. Set the margins and select the page orientation that best suit the report. Also select the page size you're printing to

    2. To scale the size of the report on the page, enter a percentage value in the Scale field. To fit the report to the page's width, click Shrink One Page(for wide reports you should also use the landscape page orientation.)

    3. Use the Preview tools to see how the report will look when printed.

  3. Choose whether you want to print or email the report.

    1. Click the File menu to see the exporting, emailing and printing options.

    2. Click Send to email the report. You can choose to email the report as a PDF, Excel spreadsheet or XPS file. Learn about these file formats. Email addresses are stored n your contacts' cards.Learn more.

    3. Click Print to print the report.

      1. Tick

        The Save as option in the File menu lets you save any formatting changes you've made to a report. The saved report will appear in the My Custom Reports tab of the Index to Reports window. For more information, see Saving and deleting custom reports.

An easier way to share your reports

If you store your company file online, you can give other users access to your company file, so they can produce their own reports. For example, your accountant can access your company file and view reports without you having to email them. To learn how to set up access to your online company file, see Set up user access.