Reporting

Preview screen overview

The
Preview
 screen enables you to view reports, invoices, statements, letters, and labels before printing. The screen also provides a way to trace data on a report.
To open the
Preview
 screen, use one of the following procedures.
  • Reports:
    Choose File > Print Reports, select a report from the reports list, and select the
    Preview Selected
     button.
  • Invoices & Statements:
    Choose File > Print Invoices & Statements, select an invoice or statement, and select the
    Preview Selected
     button.
  • Labels & Letters:
     Choose File > Print Labels & Letters, select options for the output, and select the
    Preview Selected
     button.
  • Custom formats (applies to all):
    Choose Setup > Custom Formats, right-click a format in the list and choose
    Edit
     from the context menu, and then select the Preview button in the toolbar. Select a statement or invoice, or select options for your report, letter, or labels, and then select
    OK
    . The Preview will open as a floating dialog.

Drilling down into report data (Reports only)

Most reports displayed in the
Preview
 screen are interactive. You can select items in the report to trace the data back to its origins. When you move your mouse pointer over data that is interactive, the pointer changes from an arrow to a hand. For some data, such as total amounts, selecting the item within the
Preview
 screen lets you "drill down" to another report showing the relevant source data. For other data, selecting the item will open the screen where the data was originally entered.
After you drill down away from the
Preview
 screen, you can return to it by selecting the Back button in the toolbar.
note
The drill-down feature is not active for invoices, statements, letters, or labels.

Navigating the preview using the toolbar

The
Preview
 screen’s toolbar provides tools for navigating through multiple-page documents, finding text within a document, toggling between single- and multiple-page view, zooming in or out, and returning to a main report from a subsidiary report.
Item
Description
Table of Contents
Select this button to display a table of contents panel on the left of the
Preview
 screen. The table of contents lists the various groupings selected for the document and lets you click a grouping to jump to that part of the document.
Print
Sends the displayed document to the printer you have selected in the
Print
 dialog. You can open the
Print
 dialog from the preview by choosing File > Print.
Copy
Copies the contents of the displayed document so that you can paste it into another document.
Find
Allows you to search for words or character strings within the displayed document.
Single Page View
Displays the document preview one page at a time.
Multiple Page View
Allows you to view multiple pages at one time. In multiple page view, you can choose to view up to nine pages (3 x 3) at one time.
Continuous Scroll
Allows you to scroll continuously through a multi-page report using the scrollbar instead of using the next page / previous page buttons.
Zoom Out
Lets you zoom out from the document (minimum size 10 percent).
Zoom In
Lets you zoom in on the document (maximum size 800 percent).
Zoom drop-down list
In this field, you can manually enter a zoom percentage or select a percentage from the drop-down list. You can also select Page Width or Whole Page.
First Page
Go to first page of the document.
Previous Page
Go to previous page of the document.
Next Page
Go to next page of the document.
Last Page
Go to last page of the document.
note
  • When you are previewing more than one document at a time, you can choose the document you would like to preview from the drop-down list at the top of the screen.
  • Preview of multiple documents is not available when you access the
    Preview
     screen from the
    Custom Formats
     setup screen.

This article applies to:

  • Product: DT Practice