Faxing Reports

Certain reports can be faxed directly to customers or vendors. An administrator can set up the reports for automatic faxing on the Customer Document Profile form or the Vendor Document Profile form. For the names of supported reports, see the Task Name fields in the two forms.

For information to configure fax functionality, see Fax Configurations.

To fax a report:

Note:  Before reports can be printed, TaskMan must be set up as described in the System Administration Guide.
  1. Optionally, verify that the Report Options form has been set up for the report you are running.

    Make sure the Output Format field for this report is not set to Printer.

    Note: If no option record exists for your report on the Report Options form, the report output defaults to the format as set on the Intranets form. The default output format on the Intranets form is Acrobat Format (PDF). Other output formats are available for your use, but only the PDF format is supported by Infor.
  2. Verify that the fax-related fields have been configured correctly.
  3. Open the report form and define the report parameters.
  4. Verify that these fields are set correctly:
    • The Use Profile check box is selected on the report form. (Only certain forms have this capability and option.)
    • The correct profile is set up on either the Customer Document Profile or Vendor Document Profile form.
  5. Optionally, preview the report output.
  6. Click Print.
Related topics
Reports Overview
Emailing Reports
Previewing Reports
Printing Reports