Advanced filters

You can filter the amount of information and change the stationery you want to use when you print or email a form.

1	Click Advanced Filters in the Review [...] Before Delivery window. The Advanced Filters window appears.

Select the transactions

2	Select the transaction type and specify if you want to sort by all cards or a selected card.

3	If you want to filter the transactions to be included, select from the options in the middle section of the window. For example, enter a date range or reference number range.

Select the stationery

4	In the Selected Form for [...] field, select the stationery you want to use when you print or email your forms.

Several stationery choices are available, depending on the type of form you are currently working with.

Stationery	Select this for…
Preprinted	Select the preprinted stationery to print on paper that already contains lines, columns, and headings. The preprinted stationery is designed to match most commonly used forms provided by third-party forms vendors. Note that this type of stationery is not suitable for emailing forms.
Plain paper	Select plain-paper stationery if you want to print on blank paper. Lines, columns, and headings are automatically printed with the form’s information.
Customized	Select any customized stationery forms if you want to print or email a form you have already customized. See Customizing forms for more information about customizing forms.

tip : If you are using continuous-feed paper or pre-printed stationery...

If you want to test the alignment of the information that will be printed using sample data, click Print Alignment Form.

5	When you have finished making your selections in the Advanced Filters window, click OK. The Review [...] Before Delivery window reappears, displaying records according to your filter criteria.

Related topics

■	Sending forms in a batch

■	Customizing forms