Exporting and Printing from Modules?

Overview

SiCompounding provides Export and Print functionality across many modules. Users can generate reports based on search results or current list views and export data as PDF, CSV, or send it directly to a printer.

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Navigation Path

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left and click SiCompounding (near the top).
3. From the icons across the middle of the window, click Pharmacy to open the Dashboard.

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Modules Supporting Export and Print

The following modules include exporting and printing functionality:

Note: Not all modules include a Search button. When in List View, modules without Search will still display the three Report/Print icons.

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Accessing Export and Print Options

1. Select a module from the blue sidebar menu.
2. If available, click the Search button at the top of the module window.
3. Enter search criteria to define the data you want in your report.
4. Press Enter / Return to display search results.
5. On the far right of the menu bar, locate the three Report/Print icons:
   • PDF Export
   • CSV Export
   • Print

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Exporting a PDF Report

1. Click the PDF Report icon.
2. A dialog appears:

   “Exporting data from the found set of ### records to a PDF file on your desktop?”

3. Click OK to proceed or Cancel to exit.
4. The PDF report is generated and saved to your desktop.
5. The report opens automatically when complete.

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Exporting a CSV Spreadsheet

1. Click the CSV Report icon.
2. A dialog appears:

   “Export data from the found set of ### records to a CSV Spreadsheet on your desktop?”

3. Click OK to continue.
4. A new window opens:
   Select the Columns You Want To Include From The List Below

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Customizing CSV Columns

Available buttons:

• Clear
• Select All
• Set as Custom
• Use Custom

Set Custom Columns (Recommended)

1. Click Clear.
2. Select the columns you commonly need in reports.
3. Click Set as Custom.

To test:

1. Click Clear.
2. Click Use Custom — your saved column selection reappears.

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Export Options

At the bottom of the window, choose one:

• Stop and Close – Cancel export
• Export and No Wait – Continue working (may take longer)
• Export and Wait – Wait for completion

Select the option that best fits your workflow.

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Saving the CSV File

1. A dialog displays: Generating Report
2. When finished, a message appears:

   “Your Report is Ready! Click on the document to download.”

3. Click the report name.
4. The Export Field to File dialog opens:
   • Change file name if desired
   • Select save location or use defaults
   • Optional:
     • Automatically open the file
     • Create email with file as attachment
5. Click Save.
6. Click Close to exit the dialog.

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Printing a Report

1. Click the Printer icon.
2. A dialog appears:

   “Export data from the found set of ### records to a printer of your choice?”

3. Click OK.
4. The system opens the print preview and printer dialog.
5. Configure:
   • Printer
   • Presets
   • Copies
   • Pages
   • File format
6. Click Print.

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Key Notes

• Reports are always generated from the current found set.
• Export and Print options reflect active search results or list views.
• Custom CSV column selections are saved per user.

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This completes the step-by-step guide: Exporting and Printing from Modules.