Printing Categories and Other Lists

I'd like to print a list of categories, or some other list. How do I do that?

Printing Categories

To see a list of all categories and subcategories in a Category System, follow these steps:

1. Choose Category Setup from the Costs menu, and choose Category Systems from the submenu.
2. Click on the the system you'd like to use, then click the Edit button.
3. Click the Subcategory Report button.
4. Goldenseal will save a text file that shows the complete hierarchy of categories and subcategories.
5. Open the file in any spreadsheet or word processor program.

Printing Other Lists

We don't have direct printing of most lists.

However you can export whatever info you want to a word processor or spreadsheet, and print it from there.
To do so, follow these steps:

1. Choose Export from the File menu, and choose One List Class from the submenu.
2. You will see an Export dialog.  Choose the type of item to export.
3. You will see a second dialog that asks for a file name and location.
4. You will see a field order dialog.  Choose the data to export, then click Export.
5. Open a word processor or spreadsheet.
6. Choose Open from the File menu.
7. Locate the file from step 3.
8. Format as desired, and print.

You can also set up a report to show list items, if you need this frequently.
To do so, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
2. Choose New Layout from the Edit menu.
3. Click on the Table tool, and add a table to the layout.
4. In the table setup dialog, enter Lists into the popup at the top.
5. Choose the desired list in the table at left.

Enter the fields you'd like to show in the table at right.

To return to List topics, click here.

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