Preview Reports (Desktop)
After you generate a report, you can preview it onscreen to make sure it contains the data you need in the format that you want. If necessary, you can change the report options and preview it again before you print or download it.
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 an outline of the structure of the report, based on the sorting and grouping criteria you set up for the report. The document map contains a link for each sorting and grouping value. When you click a link in the map, Vantagepoint displays that portion of the report in the Preview window. For example, if you sort and group data on a report by project number and phase number, the document map contains a link for each project number at the top level of the map hierarchy and a link for each phase within each project at the next level of the hierarchy. The document map is not available if you change the display in the Preview window to page layout mode.
When you preview a favorite, you can resize or move the Preview window on your screen. If you want Vantagepoint to remember these settings for future reporting sessions, select Remember window sizes and positions for Vantagepoint screens and reports on the Startup tab of the My Preferences dialog box.
- Related Topics:
- Preview a Report (Desktop)
You can preview a report on your computer's screen before you print it to a file or on paper. - Preview a Favorite (Desktop)
You can preview a favorite report before you print it to a file or on paper. - Use the Document Map to Find Data (Desktop)
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 (Desktop)
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. - Searching Previewed Reports (Desktop)
When you display a report on the Preview window, you can search for specific data in the report using either a simple search or an advanced search. - Drilling Down for Detail on a Previewed Report (Desktop)
You can drill down from a previewed report to display more information about a value on the report. Vantagepoint displays the related detail in a separate window.