Print View

Print View, also referred to as Gateway, is a flexible tool that lets you preview a report online.  You have options to send the report to a printer, email it to a co-worker with notations, save it to a file, or cancel it.

Directions:

To see instructions for...

• Opening a Blank Print View Window, click More.

   

  Tip:  Usually you use this method to retrieve a report from a saved file.

  1.  Click File from the Menu Bar.

  2.  Click Settings.

  3.  Click Print View.
  Keyboard shortcut:  [ALT] [f] [e] [v]

   

  Print View Window Example:

  

   

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

  3.  Click Print.

   

  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 your User Profile. Or, click the File menu, and then click Print. Keyboard shortcuts:  [CTRL + p] or [ALT] [f] [p] You will then see the Windows Print dialog window for your default printer. Tips: For instructions to define the default Windows printer, see the Printer Setup topic. To print only the highlighted portion of a report, choose Selection in the print dialog window for your default printer.
  Resize Font	You can temporarily change the size of the font for the displayed report by dragging the button on the slide bar at the top of the window. Tip:  This feature is useful for improving readability, fitting a report into the window, and capturing snapshots of the report with the [PRINT] key. Note:  This function does not change the font on a report sent to a printer.
  Close the Print View Window	To close the Print View window, use one of the following methods: Click the File menu, and then click Exit. Keyboard shortcuts:  [ALT] [f] [x] or [ESC] Or, click Close . Tips: To cancel a report (without sending it to a printer), simply close the Print View window. To delete a report that was previously saved in memory, display it in Print View and then close the window. See also:  View a Report in Memory.

   

• Controlling the Report Generation Process, click More.

   

  The following table describes the functions that are active while Print View is generating the report.

  Note:  Short reports often generate so quickly, there is no need for the report generation functions.

  Report Generation Functions
  Monitor Report Status	While Print View is generating a lengthy report, you can monitor its progress and see the number of lines created. To see the report progress, click the View menu, and then click Process Status. Keyboard shortcut:  [ALT] [v] [p] To close the Process Status window (while allowing the report to finish generating), click Close . To view the completed portion of the report (while allowing the report to finish generating), click the Process Display button. To send the generation process into the background, refer to Save a Report to Memory in the Advanced Print View Report Functions section.
  	To cancel a report while it is generating, click Cancel Gateway. Note:  You will see only the completed portion of the report.
  	To view the completed portion of the report (while allowing it to finish generating), click View Report.

   

• Using Advanced Print View Report Functions, click More.

   

  The following table describes the advanced Print View Report functions.

   

  Advanced Print View Report Functions
  Save a Report to a File	You can freeze the data on a report by saving it to a file.  This function is useful to archive important data or to export the data to another program. Directions: 1.  Click File from the Menu Bar. 2.  Click Save As. 3.  Click ASCII Text File. Keyboard shortcut:  [ALT] [f] [a] 4.  Follow the normal Windows save procedure: Navigate to the appropriate location. Type a new file name, if desired. Click Save . Tips: You can also save in XML format. To display the saved report at a later time, follow the procedure for Recall a Saved Report. See also:  Save a Report to Memory
  Recall a Saved Report File	To display a report that was previously saved to a file: 1.  Click File from the Menu Bar. 2.  Click Import. 3.  Click From ASCII Text File. Keyboard shortcut:  [ALT] [f] [i] [a] 4.  Follow the normal Windows open procedure: Navigate to the appropriate location. Click the file name for the report. Click Open . See also:  Save a Report to a File
  Save a Report to Memory	You can save a report to memory so that you can quickly view it again at a later time.  It is especially useful for lengthy reports that can take a long time to generate in Print View. To save a report to memory, use one of the following options: Click the File from the Menu Bar, and then click File. Keyboard shortcut:  [ALT] [f] [f] Or, click File Report . Tip:  The File Report button must be configured in your User Profile. Tips: You can save many different reports to memory.  The only limitation is the amount of memory in your PC. You can save a report to memory while it is still generating and it will continue to generate in the background.  You can then monitor or cancel the report at the Process Options window. Reports in memory are deleted when you close the module. See also: View a Report in Memory, Save a Report to a File
  View a Report in Memory	To view a report that was previously saved to memory: 1.  Click Windows from the Menu Bar. 2.  Click Processes. 3.  Click the name of the appropriate report in the list at the bottom of the menu. Tips: To remove a report from the Processes menu, view the saved report, and then close the Print View window. When you exit the module, all reports are deleted from the Processes menu. See also:  Save a Report to Memory
  Email a Report to Support	To email a copy of a report directly to NDS Technical Support, click e-Mail from the Menu Bar, and then click e-Mail Support. Keyboard shortcut:  [ALT] [m] [s] Caution:  You will not see any email options when you use this function. Tip:  To enter changes or notes to a report before sending it, see Make Notations.
  Email a Report to a Coworker	To email a copy of a report to your manager or a coworker, use one of the following options: Click e-Mail from the Menu Bar, and then click e-Mail Report. Keyboard shortcut:  [ALT] [m] [r] Or, click Email Report . Tip:  The Email Report button must be configured in your User Profile. Tip:  To enter changes or notes to a report before sending it, see Make Notations.
  Make Notations	You can enter notations and modify the data in a report that is currently displayed in the Print View window.  Then you can email the report with the notations to NDS Technical Support or to a coworker. Caution:  For security reasons and to preserve data integrity, you can not print the notations or save them to a file. Tips: If you make a mistake entering notations, you can erase the mistake (and all notations) using the Clear Notations function. You can temporarily preserve notations using Save a Report to Memory. See also:  Email a Report to Support, Email a Report to a Coworker
  Clear Notations	To erase all notations made to a report, click View from the Menu Bar, and then click Refresh Text View. Keyboard shortcut:  [ALT] [v] [r]
  Create a Word Document	To create a Microsoft Word document from the report: 1.  Set the font size by sliding the bar at the top of the Print View window.  This font size is carried over into Word. 2.  Click File from the Menu Bar. 3.  Click Export. 4.  Click Word Document. Keyboard shortcut:  [ALT] [f] [e] [w] Tips: This can be handy if you want to change the heading or print a financial report on letterhead. For this option to be active, you must select the Microsoft Word Active option in the System Parameters User Tab.
  Display Different Report Layouts	To display different versions of the report: 1.  Click View from the Menu Bar. 2.  Click one of the following menu options: Standard View:  Black & White, Times New Roman font. Enhanced View:  Color, Arial font. Tip:  This view is for display only.  Hard copy uses the Standard View. XML Document View:  For NDS use. Report Form:  Special form layout, such as for a statement. Tip:  Different reports have different views available.

   

• 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 the Edit menu, and then click Find. Keyboard shortcuts:  [CTRL + f] or [ALT] [e] [f] 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 Forward button.  To find data before the pointer position, click the Reverse button. 5.  To cancel the search function, click the window's Close 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].