Print View

Print View, also referred to as Report View or simply as printer 5, is a flexible tool that lets you view a report online.  You have options to send the report to a printer, save the report information as a certain type of file, or cancel it.  Using the search function you can easily look for specific data within the displayed report.  In addition, Print View has several viewing options which allow you to view the data more easily.  

Directions:

To see instructions for...

• Opening the Print View window for a specific report, click More.

  1.  Run a report.
  Tip:  For a list of specific report instructions see the Reports Overview.

  2.  Fill in the options at the prompts.

  3.  Enter the Printer Number for Print View (usually 5) at the printing options window.

  4.  Click Print View .

   

  Print View Window Example:

  

   

• Using basic Print View report functions, click More.

   

  The following table describes the basic Print View Report functions.

   

  Basic Print View Report Functions
  Send a Report to a Printer	To send a displayed report to a printer, use one of the following methods: Click Print . Tip:  The Print button must be configured in you user profile. You will then see the Windows™ Print dialog window for your default printer.   Tips: To define the default Windows™ printer, see Printer Setup. To print only the highlighted portion of a report, choose Selection in the print dialog window for your default printer.
  Report Viewing Options	You can "zoom in" to get a close-up view of your report or zoom out to see more of the page at a reduced size.  You can fit the report into the entire page or select multiple pages to view within the window. Tips:   Available viewing options: Switch View - Changes the view from a formal page view to a traditional report view Zoom In - Incrementally expand the report display size Zoom Out - Incrementally shrink the report display size Zoom % drop-down list - Allows you to select specific size to display the report Layout - Allows you to toggle the display between 1 or 2 columns Fit Width - Changes the size to fit the width of the monitor Fit Height - Changes the size to fit the height of the monitor These features are useful for improving readability, fitting a report into the window, and capturing snapshots of the report with the [PRINT] key. These functions do not change the font on a report sent to a printer.
  Close the Print View Window	To close the Print View window, click Close . Tip:  To cancel a report (without sending it to a printer), simply close the Print View window..

   

• Using advanced Print View report functions, click More.

   

  The following table describes the advanced Print View Report functions.

   

  Advanced Print View Report Functions
  Locate Data	To search for text in the report, click Find Text in the Report .  This is handy if you want to find specific information quickly and accurately.  Enter the text to search and click Next.
  Save a Report to a File	You can freeze the data on a report by saving it to a file.  This function is useful when archiving important data or when exporting the data to another program. Directions: 1.  Click Save As Text. 2.  Follow the normal Windows™ save procedure: Navigate to the appropriate location. Type a new file name, if desired. Click the Save button.
  Save Word	To create a Microsoft Word document from the report: 1.  From the Menu Bar, click Save Word . 2.  Follow the normal Windows® save procedure: At the Save In field, navigate to the desired location. At the File Name field, enter a file name. Click Save . Tip:  This can be handy if you want to change the heading or print a financial report on letterhead.
  Save Excel	To create an Microsoft Excel spreadsheet from the report: 1.  From the Menu Bar, click Save Excel . 2.  Follow the normal Windows® save procedure: At the Save In field, navigate to the desired location. At the File Name field, enter a file name. Click Save . Tip:  This can be handy if you want to further manipulate the report data.

   

• Navigating within a displayed report, click More.

   

  The following table describes the instructions for navigating within a report.

   

  Navigating in a Report
  Find Data in the Report	You can use the Find function to locate and highlight specific data in a report. To locate data in the report: 1.  Click Search. 2.  Enter the data you want to find. 3.  If you want the Find routine to be case-sensitive, click the Match Case box so a check mark appears. 4.  To find data beyond the current pointer position, click the Next button.  To find data before the pointer position, click the Previous button. 5.  To cancel the search function, click the window Done button. Example:   Tip:  The Find feature is useful for reprinting data stored in archived reports (reports saved to a file).  For example, you can search for a name in some archived laser bills.  Then you can highlight the bill in the file and reprint your selection.
  Position to End of Report	To quickly move the pointer to the bottom of the report, press [CTRL + END].
  Position to Beginning of Report	To quickly move the pointer to the top of the report, press [CTRL + HOME].
  Scrolling	To move around within a report, you can use the Scroll bars. Tip:  You can also move vertically by pressing [PAGE UP] and [PAGE DOWN].