You can preview a report by selecting the Preview Default Report icon from the toolbar. Preview consists of generating the report and displaying it in the browser.
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Preview a report
Print a report
Download a report
Archive a report
Save a report to a file
Email a report
Submit a report to a queue
Set up report page parameters
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You can preview a report by selecting the Preview Default Report icon from the toolbar. Preview consists of generating the report and displaying it in the browser. |
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You can print a report by selecting the Print Default Report icon from the toolbar. Print consists of generating the report and printing it, saving it to a file, archiving it, downloading it, and/or emailing it. |
You can also submit a print job to a queue, so that your screen does not remain occupied by the job request and you can perform other functions while you are waiting for the job to complete. Please refer to the Asynchronous Processing topic in this document for more information on asynchronous and synchronous processing.
The down arrow next to the Print and Preview icons indicate that more than one report is available in the current screen. If the screen is a standard report application, refer to the report's help topic for details on available reports.
For non-report applications, select one of the following reports for previewing and printing records (including unsaved, new rows and unsaved changes to existing rows) in data entry screens, inquiry screens, and Lookup results:
Current Record Information - Vertical Layout – Prints only the currently selected result set row's data, with all the field names and values listed vertically.
Current Record Information - Horizontal Layout – Prints only the currently selected result set row's data, with all the field names and values listed horizontally.
Queried Records Information - Horizontal Layout – Prints all queried records for the result set (even those that are not visible on the screen), with all the field names and values listed horizontally across the page.
Before you can preview and/or print a report, you must first specify the report parameters in the main report/process parameter screen of the selected application. This allows you to choose which data should be selected along with other selection criteria specific to the application.
You can also specify two additional types of parameters from the toolbar that pertain to reports:
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Page Setup, using the Page Setup icon from the toolbar |
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Print Options, using the Print Options icon from the toolbar (including output options such as print, archive, email, and print to file). |
When you save the report/process parameters in a reporting application, the system also saves the Page Setup and Print Options parameters. If you do not access or edit the values in the Page Setup and Print Options screens, the system will save the default values from those screens when the report parameters are saved.
Although the Page Setup and Print Options screens are saved in the report parameter table, they are not part of the specific report parameter screen; they are instead separate dialogue windows accessible by means of icons on the Costpoint toolbar. Pop-up screens such as the Page Setup and Print Options are considered "modeless," because you are permitted to toggle back and forth between the windows and change values without the requirement to save changes. You can, therefore, invoke the Print Options screen, go back to the report parameter screen, and modify your selection criteria.
If you change any selection in the Page Setup screen, you must regenerate the report before your selection changes are reflected on the report.
