How do I print what I see on the screen?
When you're in Account Inquiry, you may make add or remove columns, change the display order, change the sort order, or make changes to make the Transactions tab to show the information that you want to see. When you're done, you can print exactly what displays on the Transactions tab as a report that you can preview, print, save as a PDF, or send as an email attachment.
The printed report will use the settings that you've applied to the Transactions tab and will show only the records that you've selected.
Afterward, you can save the settings that you used to set up the Transactions tab for future use.
Printing the Transactions tab as a report
1. Open Connect General Ledger > Account Inquiry.
2. Set up the Transactions tab to display data exactly as you want to display it on the report.
How Do I Add a Column to a Grid or Table?
How Do I Sort Data In Ascending/Descending Order?
3. Click Print (CTRL+P).
Remember... You can print or preview a report; save it as a PDF or Excel file; or email the report.
The Account Inquiry - Transactions Report prints.
Published 04Oct2017
Saving my settings
Save the current layout as the default layout.
Do this...
1. Right-click on the grid.
2. Select Save Layout.
Published 04Oct2017
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I print screen? (Inquiry)
Look up a requisition in Requisition Inquiry. Take a screen shot of the information that displays on the screen. And send it to the printer or save it. Printing an Inquiry screen 1. Open Connect Accounts Payable > Requisition Inquiry. 2. Look up the ...How do I print the screen?
Take a snapshot of the current view and send it to the printer. Use the Print Screen tool to send whatever is being displayed in the Caselle application to the printer. You can use the Print Screen button on the keyboard or you can use the Print ...How do I print an Inquiry screen?
When you click the Print button in Inquiry, Caselle will use the default report definition to print a report of the data showing on the screen. The tab that you select will determine which report prints. Inquiry Tab Inquiry prints this report... ...What if the screen is blank?
I've selected options but the Segment Amounts screen is blank. Make sure the Include column in the Segment Selection form is set to All, an account number, or an account range. The default setting is None, which excludes all accounts from the ...How do I print a report?
Use the Print command to send a report, document, or screen capture to a printer. Printing reports Click Print , or Press and hold CTRL+P, or Open the File menu and select Print. Copyright © 2025 Caselle, Incorporated. All rights reserved.