Viewing Reports
When you select the Window check box in the Send To field on the Report Definition window, the system displays the report on your screen. Every report appears in a standard report viewer that contains many features that make it easy for you to view, manipulate, and print the report.
Items in the report viewer
| Item | Notes |
|---|---|
| Report | This field displays the name of the report on your computer screen. |
| Book | Select the book for which you
want to view a report. The system creates a separate report for each book
selected on the Report Definition window. Note: This field does not appear if you run a report, such as the Allocation Percentages report, that does not require you to select a book when running the report. |
| [Print All Reports] | Select this button to send the reports for all
books to the printer. You can use this button to print reports
before you drill down for details. After you drill down, you must use the Print button
(see below). Note: Selecting the Print All Reports button prints only one report in the following situations:
|
|
[Export Report]
|
Select this button to display the Export window, which allows you to export the report to an external file or email. You can export the report in many different file formats, including PDF, comma-separated values (CSV), Microsoft Excel (XLS, XLSX), Microsoft Word for Windows (DOC), and HTML. |
|
[Print Report]
|
Select this button to print the report to the default printer. You can use this button to print reports after you drill down for details. |
|
[Toggle Group Tree]
|
Select this button to either display or hide the group tree. The group tree displays the sort levels of the report. The system displays the group tree only if you have selected to subtotal the sort criteria for the group of assets on which you are reporting. You can use the group tree to navigate the report. Simply select a sort level from the group tree to move the preview to the selected sort level. |
|
[Page Scroll]
|
Select these buttons to scroll through the pages of the report. |
|
Go To Page Number X / Y
|
This field displays the current page number. You can enter a page number and press Enter to go to that page of the report. To view the total number of pages in the report, you must first use the page scroll buttons to move to the last page of the report. |
|
[Search Text]
|
Select this button to display the Search window, which allows you to search for text on the report. |
|
Zoom Size
|
Select the zoom size of the report from the drop-down list box. |