Preview screen overview
The Preview screen lets you 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, do one of the following.
- Reports: SelectFilethenPrint Reports. Select a report from the reports list and then selectPreview Selected.
- Invoices & Statements: SelectFilethenPrint Invoices & Statements. Select an invoice or statement, and then selectPreview Selected.
- Labels & Letters: SelectFilethenPrint Labels & Letters. Select options for the output and then selectPreview Selected.
- Custom formats (applies to all): SelectSetupthenCustom Formats. Right-click a format in the list, selectEdit, and then selectPreview
on the toolbar. Select a statement or invoice, or select options for your report, letter, or labels, and then select OK. The Preview will open in a separate window.
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 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 move away from the Preview screen, you can return by selecting 
on the toolbar.
on the toolbar.note
The drill-down feature isn't available for invoices, statements, letters, or labels.
Navigating the preview using the toolbar
The toolbar on the Preview screen provides tools for navigating through multiple-page documents, finding text within a document, toggling between single-page and multiple-page view, zooming in or out, and returning to a main report from a subsidiary report.
Tool | 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 select a grouping to jump to that part of the document. |
Print | Sends the displayed document to the printer you've selected in the Print window. You can open the Print window from the preview by choosing File, then Print. |
Copy | Copies the contents of the displayed document so that you can paste it into another document. |
Find | Searches for words or character strings within the displayed document. |
Single Page View | Displays the document preview one page at a time. |
Multiple Page View | Displays the document preview multiple pages at one time. In multiple page view, you can choose to view up to nine pages (3 x 3) at the same time. |
Continuous Scroll | Scrolls continuously through a multi-page report using the scrollbar instead of using the next page / previous page buttons. |
Zoom Out | Zooms out from the document (minimum size 10 percent). |
Zoom In | Zooms in on the document (maximum size 800 percent). |
Zoom drop-down list | 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're previewing more than 1 document at the same time, you can choose the document to preview from the dropdown at the top of the screen.
- Preview of multiple documents isn't available when you go to the Preview screen from the Custom Formats setup screen.
