How To: Printing and Exporting a Plan (04-32-01)

Overview

This tutorial describes how to print and export an instant rebate plan.

Step-by-Step

Click image to enlarge.

1. Click the ‘Print’ button to print a list of all Instant Rebate Plans.

2. At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file.
   IMPORTANT: The PDF is automatically saved to the ‘Miscellaneous’ directory set up in Company/PDF Export (30-04) and/or By Term Company/PDF Export (30-05). If a ‘Miscellaneous’ directory is not specified in at least one of those selections, complete that process before printing this listing to PDF.

3. Click ‘Export’ to save the file to your computer.

4. Select a save directory for the file.

5. Accept or modify the pre-prompted file name.
   IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt extension.’

6. Click ‘Ok.’