Printing content

You can print investigation data. For example, you can print only the account data for a investigation, or you can use the default setting to print all the business object data for the selected investigation.

About this task

From the In-Baskets page, you can select multiple investigations to print at one time. Only the investigation data is printed from this page. Business objects, related investigations, notes, and documents are not included.

From the Details page, you print data only for the current investigation. You can specify which data to print.
  • Business objects. You can select all business objects or select specific business objects, such as Account, Event, Individual, Organization, Physical Object, or Transaction.
  • Child investigations. You can select all child investigations or select specific children.
  • Parent investigations. You can select all parent investigations or select specific parents.
  • Related investigations. You can select all related investigations or select specific related investigations.
  • Notes. If you also selected parent, child, or related investigations, then those notes are also printed.
  • Documents. The document properties are printed. If you also selected parent, child, or related investigations, then those document properties are also printed.
    Tip: To print the contents of a document that is associated with an investigation, you can save the document to your local computer, then print the document from the appropriate application. For more infomration, see

Procedure

To print investigation data:

  1. From the In-Baskets page, select one or more investigations. From the Details page, you do not need to make a selection.
  2. From the In-Baskets page or from the Details page, click More Actions and select Print iconPrint.
  3. Optional: From the Details page, in the Print window, select the desired objects from the Select list. For example, you can print only accounts, or you can print accounts and notes. You can only print the types of notes that you are authorized to view.
  4. Click OK. The next steps depend on your browser. You might see a print preview window to select printing options.