Report Viewer Basics

Report Viewer Basics

Our report viewer offers several options to save or print a document. Please familiarize yourself with the available functions in our report viewer as well as the basic layout thereof.

Live/Print Preview

Our report viewer defaults to the live view. This allows you to view the report as if it were one continuous document. This does not reflect its output to your printer however.

To view the report as if it were to be printed/exported, enable Print Preview mode by clicking on the Toggle Print Preview button.

Paging

Print preview will often display the relevant report page by page. You will need to page through the document to view all available pages. To do so, use the paging buttons.

Refreshing

To refresh a report, click on the Refresh button.

Zoom Levels

You can adjust the zoom level of the document when in Live mode. Use the zoom buttons.

Printing a Report

Our report viewer will allow you to download the report in order to print it. Click the Print button in the toolbar.

The report will now be downloaded to your computer. When the download has finished, you can open the file and print it normally.

Exporting a Report (PDF, CSV, Excel, RTF, TIFF)

You can export the report to a variety of formats. To do so, hover your mouse over the export menu. DO NOT click on the button. Select the desired option from the drop-down menu.

Using Filters

Filters are defined for each report and will differentiate depending on the report being displayed. For example, the Statement report will allow you to select a starting and ending date. Other reports may not have this filter or any filters at all.

Once you have provided the filters with the information required, click on the Preview button at the bottom of the filter panel.