Procedures
You can preview a report onscreen at any time after you generate it.
Related topics:
- Preview a Favorite on Your Computer
You can preview a favorite report on your computer's screen before you print it to a file or on paper. - 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. - Search a Previewed Report with a Simple Search
Use the Find field on the Preview window toolbar to search a previewed report for a specific string of characters. - Search a Previewed Report with an Advanced Search
Ajera CRM enables you to search reports displayed in the Preview window based on the fields and search values you specify. You can then view the search results on the computer, print them, or export them to Microsoft Excel. - Export Advanced Search Results to Excel
After you do an advanced search of a previewed report, you can export the results of the search to Microsoft Excel. - Print Advanced Search Results
After you do an advanced search of a previewed report, you can print the results of the search. - Group Advanced Search Results
After you do an advanced search of a previewed report, you can change how the results of the search are grouped. - Sort Advanced Search Results
After you do an advanced search of a previewed report, you can change how the results of the search are sorted. - Filter Advanced Search Results
After you do an advanced search of a previewed report, you can filter the results of the search to focus on specific data. - Use the Document Map to Find Data
When you preview a report, you can use the document map to locate and jump to a specific section of the report. The document map is not available if you change the display in the Preview window to page layout mode. - Change Report Parameters on the Preview Window
For some reports, you can change selected report parameters on the Preview window and generate the report again without returning to the Options dialog box.
Parent Topic: Previewing Reports Overview