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Report Designer

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.
  • Select
    Preview Selected
     on the
    File
     then
    Print Reports
     screen.
  • Select
    Print Preview
     on the
    File
     then
    Report Designer
     screen.
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.
    note
    To insert an annotation, select
    Annotations
     on the toolbar and drag and drop the selected annotation from the pull-down menu into the report preview screen. Right-click the object and choose
    Properties
     to 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.
  1. In the
    Print Report
     screen, select reports for which you'd like to add annotations then select
    Preview Selected
    .
  2. In the
    Print Preview
     screen, select the dropdown next to the
    Annotations
     on the toolbar, select the annotation type, and drag and drop it on the report in the viewer.
  3. Right-click the annotation and choose
    Properties
    .
  4. In the
    Annotation's Properties
     screen, you can customize the appearance, layout, and add text to the annotation, as necessary.
  5. Select the
    Print
     to print the report and attached annotations.
    note
    Annotations can be printed from the
    Print Preview
     screen only and are no longer available when you exit the
    Print Preview
     screen.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Reports