Preview and add annotations to reports
The application enables you to preview the selected reports and report profiles before you print or send them to other applications and files. You can preview those reports for one or more clients at the same time.
- SelectPreview Selectedon theFilethenPrint Reportsscreen.
- SelectPrint Previewon theFilethenReport Designerscreen.
note
The Print Preview screen also launches automatically to display the diagnostics reports for a client following a backup or restore that's initiated in the
Client Data Management Utility
screen.Print Preview toolbar
The toolbar buttons in the
Print Preview
screen enable you to view reports for multiple clients in a single workspace and also to perform the following tasks.- By default, the first report in the Selected Reports list is displayed in the Print Preview screen. You can select another report to view from the Report Preview drop-down list in the upper-right of the preview screen.
- Print the current report that is displayed, a range of pages in the report, or print all reports in the selected group of reports.
- Copy report content to the Microsoft Windows clipboard.
- Find text or values in a report.
- Insert annotations in a report.noteTo insert an annotation, selectAnnotationson the toolbar and drag and drop the selected annotation from the pull-down menu into the report preview screen. Right-click the object and choosePropertiesto modify items such as, fill color, text, alignment, and so forth.
- Change the view between single page, multiple page, or continuous scroll.
- Refresh the current view when you have made data changes in the application or design changes in the report, financial statement, or letter within the Report Designer.
- Zoom in or out on a report.
- Page forward and backward in a multiple-page report.
Add annotations to reports
Use the following steps to add an annotation to a report from the
Print Preview
screen.- In thePrint Reportscreen, select reports for which you'd like to add annotations then selectPreview Selected.
- In thePrint Previewscreen, select the dropdown next to theAnnotationson the toolbar, select the annotation type, and drag and drop it on the report in the viewer.
- Right-click the annotation and chooseProperties.
- In theAnnotation's Propertiesscreen, you can customize the appearance, layout, and add text to the annotation, as necessary.
- Select thePrintto print the report and attached annotations.noteAnnotations can be printed from thePrint Previewscreen only and are no longer available when you exit thePrint Previewscreen.