The Preview Tab will display the report on the screen based on the filter criteria. The following information gives a description of the icons found on this screen from left to right:
•Close Viewer
•Display of Page - Choose from Zoom In, Zoom Out, or enter Manual %
•ADMS options
•tag and file document in ADMS
•email document - If you own ADMS (Document Management) and you e-mail a report, then the system will automatically log that the report was e-mailed and a copy of the report will be saved on the client's Documents Tab.
•export document - Reports can be exported to the following formats: PDF, Word, Excel, HTML, Text (Comma Separated Value Text). Select the type first and then click the Export button; document will be opened immediately in the format chosen.
•Save As - Reports can be saved as one of the following formats: PDF, Word, Excel, HTML, Text (Comma Separated Value Text). Select the type first and then click the Save As button, then browse to the location where you would like to store the file.
•Export to ASCII - Use this option to turn report data tables into fixed ASCII files that are opened in Notepad after being created. This can be very useful for producing ASCII Text Files for transferring data to other systems. If there are multiple tables on the DATA Tab of the report design, then a separate ASCII file will be opened up in Notepad for each individual table. This feature was originally designed to handle a tailored solution to deliver a Positive Pay file for a specific banking format but can be used for any situation where fixed ASCII data files are required for data interchange purposes.
IMPORTANT NOTE: The export ASCII file will only contain String Type fields from each table so if you need to have numeric fields exported, you will need to create an expression formula field on the Report Designer Tab to convert the numeric field to a string such as convert(apcheckstable.checkamount,sql_char).
•Page Navigation Buttons - This series of buttons allow you to move from page to page on the report. The buttons are displays in the following order: First Page, Previous Page, Next Page, Last Page.
•Update Search Criteria (Binoculars Icon) - Use this button to refresh the report using the same filter criteria as selected when the report was first generated.
•Go To Page Option: To use the Go To Page Number field, type in the desired page number that you would like to navigate to and press Enter/Return key or Tab key. This will navigate the report viewer to the entered page number.
•Mouse Wheel Scrolling: Use the mouse wheel to scroll through the pages of the report. As the scrollbar reaches the beginning or ending of a page, the viewer will jump to the next / previous page.
•Page Count Refresh Button: When performing drilldowns on reports, the total number of pages may increase due to the expansion for the drill down area. Use the refresh button to update the report page count in order to get the proper number of pages when the report has expanded.