Preview a Report on Your Computer

You can preview a report on your computer's screen before you print it to a file or on paper.

To preview a report, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. To select the report, click anywhere in the grid row for that report. Both standard and favorite reports are listed in the Reports grid. Favorite reports have either Personal or Global in the Type column.
3. Click the Options column and click .
4. On the Options dialog box, select the report options you want.
5. Click Apply.
6. To restrict the records included in the report, click the Selection column in the Reports grid and click .
7. On the lookup, specify the criteria for selecting data for the report.
8. Click Apply.
9. Click Preview on the Reporting toolbar.
10. Use the options in the Preview window to review or print the report.