Printing spreadsheet data or reports is as simple as selecting the printer destination or the export file type/program you want to use. In addition, CaseMap provides a variety of print options that include adjusting the paper size/source, orientation, report scaling options, font type and size, gridlines, row breaks, inclusion of important fields, and more. Changes to these settings apply to all reports in the case.
Print options include:
| • | Print to PDF (save or email) |
Access Page Setup options from:
| • | Reports ribbon > ...More > Page Setup button |
| • | File tab > Print > Page Setup |
| • | Print Preview window > Page Setup |
Access Print options from by clicking the File tab > Print > Print Options.
| 1. | On the Reports menu, click ...More and on the sub-menu, click Page Setup. |
| 2. | In the Page Setup dialog box, click on the Page tab to adjust paper size, orientation, printer source and report scaling options. |
| 3. | In the Scaling area, select from the following: |
| • | Shrink field widths to fit report on one page wide — The default setting, which automatically adjusts the font size in reports so all fields in a spreadsheet will print in the number of page widths specified. |
| • | Shrink font size to fit report on [X] page(s) wide — Then type in the number of pages you want. |
| 4. | Click on the Report Options tab to adjust the font type and size for both the report title and body text. |
| 5. | In the Miscellaneous area, select check boxes to include the following options: |
| • | Gridlines — Select to have gridlines print in reports. Clear to remove the gridlines from printing. |
| • | Auto-Fit — Select Auto-Fit for the row height to automatically adjust to the amount of text entered, row heights may vary. Clear Auto-fit to ensure the same spreadsheet row height, however the row height may not allow for all text in a cell to print. |
| • | Break Rows — Select to ensure that each spreadsheet row prints on the same page. Clear to have text in a spreadsheet row to break and continue printing on the next page. |
| • | Repeat Fields — The Repeat Fields feature allows you to select the number of important fields to print on every report page, including those pages that could not fit in the first page width. |
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We recommend that you keep the Miscellaneous settings checked for a cleaner report output. If you clear the Gridlines check box, the lines are removed from the printed report. If you clear the Break Rows check box, information from one record row may break and print on the following page. If you clear the Auto-fit check box, information will truncate onto the next page.
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| 6. | Click OK to save changes. |
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Within CaseMap, you can convert spreadsheet views, reports, and ReportBooks into PDF files — even if you don't have a license for Adobe® Acrobat (Standard or Professional) on your computer.
For more information, see Batch printing PDFs.
Access PDF print options from:
| • | File tab > Print > Yes > Print Options |
| • | Reports ribbon > ReportBooks > a selected ReportBook > Print menu |
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If you are selecting print options within Acrobat, refer to the Adobe Acrobat documentation for details.
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On the Case Tools ribbon, click the PDF button  , click Print to PDF or Print to PDF (Email), and then select Yes in the message box to continue.
Your current spreadsheet view will be printed in report form to an Adobe Acrobat PDF file or included as an attachment in a Microsoft Outlook email.
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