Management Reports Designer - Preview Tab
Use the Preview tab to view an individual report or a group of reports. In addition, you can print the reports and there are options to save the information as a Microsoft Excel, Microsoft Word or text file.
Directions:
To display the Management Reports Designer - Preview Tab area, click Management Reports drop-down list and then, click to select the name of the desired report. Click Preview .
Preview Tab of Management Reports Designer Window Example:
Preview Tab Prompts
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To select a period to report, click a choice in the drop-down list and the report displays. |
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Level |
To limit the amount of information to display for the report, enter the level to start printing information. |
Max Additional Lines |
Enter the number of additional lines to include after a subtotal, if desired. |
Print Bands |
To print
color bands across the page (similar to green bar paper), click
to check Print Bands box. Tip: Print bands may make it easier to read the report. |
To run a group of reports together, click Use Report Code. For directions, see Report Code step below. |
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To generate the report in Print View, click Print. |
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To re-display the report with the most current information, click Refresh. |
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Report Code Step |
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After selecting report code, the following window displays: |
Report Code |
Enter the report code assigned to the group. The reports for the group display. |
To change the order that the reports are listed in the group and will display, click:
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To hide a specific report from the group, click to highlight the report name and click Hide/Show. To re-display a specific report, click to highlight the report name and then click Hide/Show. |
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To close the report code window and return to the preview window, click Close. |