To change the parameter values back to
their default values, click Reset.
Reports
When you open a report in the Reports application it displays in the Report Preview window. From this window you can search for text, print, export, and email reports. You also have full control over the display. You can change the page layout, background, and magnification level. Review the following procedures for instructions on using the Report Preview window.
Use the following procedure to open a report in the Preview window.
Open the report using one of the following methods from the Reports tree:
Select a report. The report will open in the current tab.
Right-click a report and select Open. The report will open in the current tab.
Right-click a report and select Open in New Tab. The report will open in a new tab.
In the Parameters pane, specify the appropriate parameter values. The report will be based on the values specified. The following parameters display for all reports. Additional parameters may display depending on the report selected.
Start date – Specifies the start date of the report.
End date – Specifies the end date of the report.
Date range – Specifies a date range for the report. You can choose the last 7 days, the last 14 days, the previous month, month to date, or year to date.
To change the parameter values back to
their default values, click Reset.
Click Submit. The report will display.
To navigate between pages, use the scroll
bars or navigation buttons on the toolbar. These buttons allow you to
switch to the first, previous, next, or last page of a report.
You can enable the Hand Tool
on the toolbar to scroll content by dragging the report instead of using
scroll bars.
Complete the following steps to print a report.
You can change the print settings using the
Page Setup dialog box. To do this,
click the Page Setup toolbar button,
or on the menu bar select File | Page
Setup. You can change the page orientation, select the paper size,
choose the paper source, and change the page margins.
View a report.
Print the report using one of the following methods:
To send the report directly to the default printer without customizing print settings, on the menu bar select File | Print. You can also click the Quick Print toolbar button.
To print from the Print dialog box, on the menu bar select File | Print.... You can also click the Print... toolbar button. On the Print dialog box, specify the appropriate settings and click Print.
Complete the following steps to scale a report.
View a report.
Click the Scale toolbar button. The Scale dialog box is displayed.
You can adjust the scale using one of the following methods.
To scale a report using a zoom factor, next to Adjust to, specify the percent value in the spin box.
To scale a report to fit into N pages, next to Fit to, specify the number of pages in the spin box.
Click OK.
Use the following procedures to adjust the Preview zoom level for a report.
To zoom in a document, click the Zoom In toolbar button, or press CTRL+PLUS SIGN.
To zoom out of a document, click the Zoom Out toolbar button, or press CTRL+MINUS SIGN.
To zoom in or out of a document, you can also hold down CTRL and rotate the mouse wheel.
Use the Magnifier tool to switch between 100% and "fit whole page" views. Click the Magnifier toolbar button, and then click anywhere in the document, to toggle views.
Click the Zoom drop-down toolbar button and choose one of the zoom levels.
Manually enter any value into the Zoom toolbar box.
To zoom to the page width, click the Zoom toolbar box and click Page Width.
To zoom to the text width, click the Zoom toolbar box and click Text Width.
If the preview window will be resized later,
the current zoom factor will also be changed to fit the current page or
text width.
To display one whole page at a time, click the Zoom toolbar box and click Whole Page.
To fit two pages into the current view, click the Zoom toolbar box and click Two Pages.
If the preview window will be resized later,
the current zoom factor will be also changed in order to fit one or two
pages.
To preview two or more pages at one time, click the Multiple Pages toolbar button.
In the dialog that displays, hover over the page icons, depending on the required number of pages to preview.
When the required number of pages has been selected, click the pop-up window to close it and apply changes to the document view.
Complete the following steps to change the background settings for a report. You can add a text watermark, picture watermark, or background color to a report.
View a report.
On the menu bar select Background | Watermark or click the Watermark toolbar button. The Watermark dialog box displays.
From the Text Watermark tab, enter the watermark text in the Text box. You can also select predefined text from the drop-down list.
If required, define other text properties, such as direction, color, font, size, transparency, etc.
Under Position, determine if the watermark will be in front or behind the report text.
Under Page Range, specify the pages to apply the watermark. Separate page numbers with commas, or specify page ranges using a dash.
Click OK.
View a report.
On the menu bar select Background | Watermark or click the Watermark toolbar button. The Watermark dialog box displays.
From the Picture Watermark tab, click Load image, select the watermark picture, and click OK.
Customize the image by specifying the following properties: size mode, horizontal and vertical alignment, tiling, and transparency.
Under Position, determine if the watermark will be in front or behind the report text.
Under Page Range, specify the pages to apply the watermark. Separate page numbers with commas, or specify page ranges using a dash.
Click OK.
View a report.
On the menu bar select Background | Color or click the Color toolbar button.
Choose a color from the Custom, Web or System palettes.
Complete the following steps to search for text in a report.
View a report.
On the toolbar, click the Search button. The Find dialog box displays.
In the Find what box, specify the text you want to locate.
Under Search Options, you can specify whether to match case or the whole word during the search, or set the search direction.
To start searching or search again, click Find Next or press ENTER.
Complete the following steps to export a report .
View a report.
Export the report using one of the following methods:
On the menu bar select File | Export Document. From the menu that displays, select the format for exported file. You can choose one of the following formats: PDF, HTML, MHT, RTF, XLS, CSV, text, or image.
On the toolbar, click the Export Document arrow. From the menu that displays, select the format for exported file. You can choose one of the following formats: PDF, HTML, MHT, RTF, XLS, CSV, text, or image.
Depending on the format selected, you may be prompted to define format-specific options. Click the following links for descriptions of the options.
Page range– Defines the pages which will be included in the complete file. Separate the pages with a comma, set a range of pages with a dash.
Don't embed these fonts– Defines the fonts not to be embedded in the complete file, to get a smaller file size. Separate the fonts with a semicolon.
Images quality– Specifies the required document's image quality level. The higher the quality, the bigger the file, and vice versa.
Compressed– Select to enable compression.
Show print dialog on open– Select, if desired.
You can also fill the Application, Author, Keywords, Subject, and Title fields.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without preserving the page-by-page breakdown.
The Single file page-by-page mode allows export of a document to a single file, while preserving page-by-page breakdown. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the complete file. Separate the pages with a comma, set a range of pages with a dash.
Page border color– Specifies the color for the page border from the available palettes.
Page border width– Defines the width of page borders.
Title– Specifies the required document title.
Character set– Defines the character set for your HTML document.
Also, using the appropriate check box, you can choose whether to remove carriage returns.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without dividing it into pages.
The Single file page-by-page mode allows export of a document to a single file, divided into pages. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
Page border color– Specifies the color for the page border from the available palettes.
Page border width– Defines the width of page borders.
Title– Specifies the required document title.
Character set– Defines the character set, which will be used in the exported document.
Also, using the appropriate check box, you can choose whether to remove carriage returns.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without dividing it into pages.
The Single file page-by-page mode allows export of a document to a single file, divided into pages. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
Also, using the appropriate check box, you can choose whether the exported document should include watermarks (if they exist).
Show grid lines– Select, if it is required to show grid lines in the resulting XLS file.
Export values using their format– Select, if it is required to preserve the format of values.
Export hyperlinks – Select, if it is required to export hyperlinks.
Sheet name– Defines the sheet name.
Text separator– Defines a text separator (comma by default).
Encoding– Defines the encoding used in the exported document.
You can also specify whether to quote strings with separators.
Text separator– Defines separator text (TAB by default).
Encoding– Specifies the encoding to be used in the exported document.
You can also specify whether to quote strings with separators.
Image format– Specifies one from the available image formats to export a document: BMP, EMF, WMF, GIF, JPEG, PNG or TIFF.
Resolution (dpi)– Defines the required image resolution.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without dividing the output into pages.
The Single file page-by-page mode allows export of a document to a single file, divided into pages. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
Page border color– Specifies page border color.
Page border width– Defines the width of page borders.
From the Save As dialog, choose where you want to save the exported file and enter a File name.
A dialog will display asking if you want to open the exported file. Click Yes if you want to preview the exported file.
Complete the following steps to email a report.
View a report.
Email the report using one of the following methods:
On the toolbar, click the Send via E-Mail arrow. From the menu that displays, select the format for exported file. You can choose one of the following formats: PDF, MHT, RTF, XLS, CSV, text, or image.
On the menu bar, select File| Send via E-Mail. From the menu that displays, select the format for exported file. You can choose one of the following formats: PDF, MHT, RTF, XLS, CSV, text, or image.
Depending on the format selected, you may be prompted to define format-specific options. Click the following links for descriptions of the options.
Page range– Defines the pages which will be included in the complete file. Separate the pages with a comma, set a range of pages with a dash.
Don't embed these fonts– Defines the fonts not to be embedded in the complete file, to get a smaller file size. Separate the fonts with a semicolon.
Images quality– Specifies the required document's image quality level. The higher the quality, the bigger the file, and vice versa.
Compressed– Select to enable compression.
Show print dialog on open– Select, if desired.
You can also fill the Application, Author, Keywords, Subject, and Title fields.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without dividing it into pages.
The Single file page-by-page mode allows export of a document to a single file, divided into pages. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
Page border color– Specifies the color for the page border from the available palettes.
Page border width– Defines the width of page borders.
Title– Specifies the required document title.
Character set– Defines the character set, which will be used in the exported document.
Also, using the appropriate check box, you can choose whether to remove carriage returns.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without dividing it into pages.
The Single file page-by-page mode allows export of a document to a single file, divided into pages. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
Also, using the appropriate check box, you can choose whether the exported document should include watermarks (if they exist).
Show grid lines– Select, if it is required to show grid lines in the resulting XLS file.
Export values using their format– Select, if it is required to preserve the format of values.
Export hyperlinks – Select, if it is required to export hyperlinks.
Sheet name– Defines the sheet name.
Text separator– Defines a text separator (comma by default).
Encoding– Defines the encoding used in the exported document.
You can also specify whether to quote strings with separators.
Text separator– Defines separator text (TAB by default).
Encoding– Specifies the encoding to be used in the exported document.
You can also specify whether to quote strings with separators.
Image format– Specifies one from the available image formats to export a document: BMP, EMF, WMF, GIF, JPEG, PNG or TIFF.
Resolution (dpi)– Defines the required image resolution.
Export mode– The following modes are available.
The Single file mode allows export of a document to a single file, without dividing the output into pages.
The Single file page-by-page mode allows export of a document to a single file, divided into pages. In this mode, the Page range, Page border color and Page border width options are available.
The Different files mode allows export of a document to multiple files, one for each document page. In this mode, the Page range, Page border color and Page border width options are available.
Page range– Defines the pages which will be included in the result. Separate page numbers with commas; set page ranges using hyphens.
Page border color– Specifies page border color.
Page border width– Defines the width of page borders.
From the Save As dialog, choose where you want to save the exported file and enter a File name. The created document will be attached to a new empty message, created in your default mail program.