How Do I Preview and Print Reports?

From the default PDF Report Viewer, you can do the following things:

• Fit to Page:

Click to display the report in a full, single-page view. It increases or decreases the zoom level of the report page, depending on your window size.

• Fit to Width:

Click to display the report in a view where the page is zoomed-in or out to fit the width of your report window. It increases or decreases the zoom level of the report page, depending on your window size.

• Zoom In/Out:

Choose how you want to view the report. You can zoom the report to a larger size to read the text clearly or to a smaller size to see the whole report as it would appear on the page.

• Save As:

Save a copy of the current report in the PDF format at the desired location. You are prompted with Save As dialog, where you can enter the file name and choose the location.

• Print:

Open the Print dialog and select the printer, destination, pages, copies and other options for printing a hard copy of your report.

You can preview a report (or an invoice) by clicking Print, View or Preview on any screen. From the Legacy Viewer, you can do many things:

• Sort Items: Sort the items on a report by selecting the relevant option in the Sort Report drop-down and clicking  Sort Ascending or  Sort Descending as needed.
• Email Reports: Click  to email a report in the PDF, Word or Excel format. You can accept the standard text (defined on the Preferences-More screen) or add a message.
• Export: Click  Export option to export and save a report to another format. File formats include PDF, Word, Excel, RTF, RPT and more.
• Print: Click  Print to print a report as a PDF. You can choose a page range or all pages to print.
• Search Content: Enter text in the search field and click Find to search for any text in the report.
• Jump Between Sections: Click the Group Tree button so you can jump to any section of a report.
• Navigate Backwards and Forwards: Navigate page-by-page through a report using the navigation arrows  or use the keyboard arrows and Page Up/Down keys to scroll vertically and horizontally.
• Change View Magnification: Change the zoom level of a report from 400% to 25%.
• Drill-Down: Click on a report item and drill-down to its detail. Example: In the Aging Summary report, you can drill down from client to projects, projects into phases.

Besides the reports, you have these options available for statements and invoices as well.