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The Report Preview page displays reports generated in your Financials software. This page allows you to change the Report Preferences, navigate, export, and print the report.
Report Preferences
The Report Preferences vary by report and include drop-down lists, checkboxes, and other options that allow you to customize the report. Refer to each specific report Help page for detailed information pertaining to that report.
- Click the Report Preferences bar to change the Filters or Options for a report.
- Click the Clear Preferences link to reset all the Filters and Options to their default settings for a report.
- After making changes to the Report Preferences, click the Run Report button to generate a new iteration of the report.
Previous and Next icons
The Previous and Next icons allow you to navigate through multiple iterations of the same report. For example, if you change a filter, such as a date range, and then click the Run Report button, a second iteration of the same report is generated. The Previous icon turns green, indicating there is at least one previous iteration of the report.
Click the Previous icon to view the previous iteration of the report, then click the Next icon to view a newer iteration. After the report is closed, all iterations are cleared.
Page Options
The Page options allow you to navigate through the pages of your report.
- Click the First Page icon to navigate to the first page of the report preview.
- Click the Previous Page icon to navigate back one page on the report preview.
- Click the Next Page icon to navigate to the next page in the report preview.
- Click the Last Page icon to navigate to the last page of the report preview.
- The Current Page field displays your current page number and the total number of pages in that section or report.
Export Options
The Export options allow you to save the previewed report in various formats. This is particularly helpful for creating PDF documents that can then be emailed or saved for future reference.
- Select a format from the drop-down list.
- Click the Export link.
- After clicking Export, the file automatically downloads in the format you selected.
The following formats are available on the drop-down list.
Note: The formatting of the export file may vary depending on the report and the selected Export option. A few reports in the General Ledger have been specifically coded for an enhanced Excel Worksheet export file. These reports include: Statement of Financial Position, Budgeted Financial Statement, Designated Fund Summary, Financial Spreadsheet, and Trial Balance Worksheet (and their corresponding Special Reports).
Switch to interactive view
The Switch to interactive view icon is seldom used and only changes how the report displays on the page. For example, if you are viewing the Financial Spreadsheet and want to view the width of the report on one page, switch to the interactive view. The interactive view does not affect how the report prints or is exported. It is only an option for viewing the report.
Print Options
Click the Print icon or press Ctrl + P to print the report.
Document Map
The Document Map icon is only available for specific reports that display multiple sub-reports on the Report Preview page. Clicking this icon lets you toggle the document map between visible and hidden.
The document map displays on the left side of the Report Preview page, with each sub-report listed as a blue link. The Chart of Accounts report with page breaks for Funds or Departments is an example of a report that displays the document map.
Close the Report
Click the Close Report button to leave the report, or simply navigate to another page. You are not required to close the report. Navigating to another page automatically closes the current page.
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